See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 INCORPORATED · PENNINGTON, NJ 08534 | Advisory (Plan) | $79,907 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,918 |
PENSION ASSURANCE LLP8 years Filed as: PENSION INNOVATIONS & CONSULTING Service code 13 LLC · TOLEDO, OH 43617 | Contract Administrator | $14,855 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,201 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,545 | $108,549-64.5% | $156,263-75.3% | $85,563-55.0% |
| Participation rate | 94.7% | 77.1%+17.6pp | 78.9%+15.8pp | 66.0%+28.7pp |
| Annual return | 16.61% | 21.79%-5.2pp | 59.47%-42.9pp | 31.51%-14.9pp |
| Employer contribution / active EE | $995 | $2,690-63.0% | $4,333-77.0% | $2,654-62.5% |
| Participant deferral / active EE | $3,411 | $4,800-28.9% | $6,158-44.6% | $4,375-22.0% |
| Admin fee / account holder | $310 | $650-52.3% | $14,255-97.8% | $834-62.9% |