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 |
|---|---|---|
OSAIC WEALTH INC2 years Service code 27 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $45,745 |
THE FINWAY GROUP6 years Service code 13 5625 MILLS CIVIC PARKWAY · WEST DES MOINES, IA 50266 | Contract Administrator | $34,928 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,596 |
Filed as: WORLD INVESTMENT ADVISORS Service code 99 24 E COTA ST · SANTA BARBARA, CA 93101 | Other Fees | $9,173 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,280 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,024 | $50,982+13.8% | $154,803-62.5% | $85,563-32.2% |
| Participation rate | 80.9% | 59.8%+21.1pp | 78.1%+2.8pp | 66.0%+14.9pp |
| Annual return | 16.66% | 30.35%-13.7pp | 58.88%-42.2pp | 31.51%-14.9pp |
| Employer contribution / active EE | $2,740 | $1,708+60.4% | $4,305-36.3% | $2,654+3.3% |
| Participant deferral / active EE | $4,275 | $2,474+72.8% | $5,540-22.8% | $4,375-2.3% |
| Admin fee / account holder | $361 | $846-57.3% | $14,329-97.5% | $834-56.7% |