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 |
|---|---|---|
FIRST ALLIED ADVISORY SERVICES, INC1 year Filed as: FIRST ALLIED ADVISORY SERVICES Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $54,230 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $804 |
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 | $136,985 | $84,487+62.1% | $125,339+9.3% | $66,914+104.7% |
| Participation rate | 96.4% | 76.4%+20.0pp | 82.4%+14.1pp | 69.8%+26.6pp |
| Annual return | -16.50% | -8.39%-8.1pp | 572.05%-588.6pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,039 | $3,553-42.6% | $4,814-57.6% | $2,544-19.8% |
| Participant deferral / active EE | $5,952 | $6,781-12.2% | $7,446-20.1% | $4,237+40.5% |
| Admin fee / account holder | $313 | $685-54.4% | $10,010-96.9% | $593-47.3% |