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 |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASSET ADVISORS OF AMERICA, LLC Service code 27 4915 W CYPRESS ST STE 100 · TAMPA, FL 33607 | Advisory (Plan) | $19,210 |
TURBOPOWER, LLC1+ years Service code 99 5499 NW 145TH ST UNIT 014 · MIAMI, FL 33054 | Other Fees | $7,991 |
RSM US LLP2+ years Filed as: MCGLADREY LLP Service code 99 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $6,770 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,483 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $316 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,817 | $47,944+108.2% | $67,834+47.2% | $62,891+58.7% |
| Participation rate | 74.1% | 61.1%+13.0pp | 68.8%+5.3pp | 69.3%+4.8pp |
| Annual return | 4.84% | 11.77%-6.9pp | 138.47%-133.6pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,122 | $2,247+39.0% | $3,160-1.2% | $3,203-2.5% |
| Admin fee / account holder | $471 | $3,712-87.3% | $4,622-89.8% | $4,296-89.0% |