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: POINTOAK RETIREMENT ADVISORS LLC Service code 27 1751 PINNACLE DR STE 600 · MCLEAN, VA 22102 | Advisory (Plan) | $57,824 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,732 |
APRIO LLP3 years Service code 10 PO BOX 117310 · ATLANTA, GA 30368 | Accounting | $22,487 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,686 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $5,542 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $324,052 | $100,923+221.1% | $150,045+116.0% | $74,304+336.1% |
| Participation rate | 93.8% | 70.1%+23.8pp | 82.3%+11.5pp | 60.3%+33.5pp |
| Annual return | 13.09% | 51.77%-38.7pp | 62.55%-49.5pp | 29.43%-16.3pp |
| Employer contribution / active EE | $3,508 | $3,463+1.3% | $4,693-25.3% | $2,241+56.5% |
| Participant deferral / active EE | $15,256 | $6,709+127.4% | $7,997+90.8% | $3,767+305.0% |
| Admin fee / account holder | $1,066 | $2,767-61.5% | $13,435-92.1% | $2,969-64.1% |