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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $50,316 |
BRADY MARTZ & ASSOCIATES1 year Filed as: BRADY MARTZ & ASSOCIATES PC Service code 10 900 E BROADWAY AVE · BISMARCK, ND 58501 | Accounting | $8,137 |
RPM ADVISORS LLC1 year Filed as: ROBERT MASTEL DBA RPM ADVISORS LLC Service code 99 1133 D HARWOOD DR S · FARGO, ND 58104 | Other Fees | $8,092 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $148 |
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 | $92,198 | $130,194-29.2% | $169,993-45.8% | $71,457+29.0% |
| Participation rate | 88.1% | 86.1%+2.0pp | 87.0%+1.1pp | 67.9%+20.2pp |
| Annual return | 15.64% | 20.37%-4.7pp | 53.37%-37.7pp | 28.85%-13.2pp |
| Employer contribution / active EE | $2,248 | $4,381-48.7% | $6,785-66.9% | $2,588-13.1% |
| Participant deferral / active EE | $6,215 | $6,923-10.2% | $10,408-40.3% | $4,289+44.9% |
| Admin fee / account holder | $494 | $966-48.8% | $12,815-96.1% | $1,587-68.9% |