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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,757 |
RPM ADVISORS LLC2 years Filed as: ROBERT MASTEL DBA RPM ADVISORS LLC Service code 27 1133 D HARWOOD DR S · FARGO, ND 58104 | Advisory (Plan) | $13,084 |
BRADY MARTZ & ASSOCIATES2 years Filed as: BRADY MARTZ & ASSOCIATES PC Service code 10 · EIN 45-0310328 | Accounting | $3,227 |
Filed as: EMPOWER ADVISORY GROUP,LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $428 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,993 | $122,239-8.4% | $184,203-39.2% | $74,495+50.3% |
| Participation rate | 81.5% | 85.5%-4.0pp | 86.8%-5.4pp | 67.2%+14.3pp |
| Annual return | 11.34% | 19.95%-8.6pp | 28.81%-17.5pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $2,140 | $4,537-52.8% | $6,427-66.7% | $2,623-18.4% |
| Participant deferral / active EE | $5,855 | $7,139-18.0% | $9,131-35.9% | $4,346+34.7% |
| Admin fee / account holder | $388 | $1,260-69.2% | $13,901-97.2% | $1,942-80.0% |