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 |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $45,225 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,036 |
Service code 10 210 S MICHIGAN ST STE 200 · SOUTH BEND, IN 46601 | Accounting | $18,072 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,537 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD · FORT WAYNE, IN 46825 | Contract Administrator | $11,096 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,946 | $87,870-32.9% | $113,168-47.9% | $74,304-20.7% |
| Participation rate | 67.7% | 70.7%-3.0pp | 76.6%-8.9pp | 60.3%+7.4pp |
| Annual return | 24.02% | 26.44%-2.4pp | 24.27%-0.3pp | 29.43%-5.4pp |
| Employer contribution / active EE | $1,635 | $2,277-28.2% | $2,975-45.1% | $2,241-27.1% |
| Participant deferral / active EE | $4,389 | $4,241+3.5% | $5,107-14.0% | $3,767+16.5% |
| Admin fee / account holder | $659 | $3,368-80.4% | $12,068-94.5% | $2,969-77.8% |