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 | $56,161 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $36,254 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,275 |
Service code 13 | Contract Administrator | $2,791 |
Filed as: INDEPENDENT RETIREMENT CONSULTING L Service code 13 6500 S MACADAM AVE STE 100 · PORTLAND, OR 97239 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,374 | $56,317-12.3% | $71,209-30.7% | $74,304-33.6% |
| Participation rate | 54.9% | 55.1%-0.2pp | 73.8%-18.8pp | 60.3%-5.4pp |
| Annual return | 20.59% | 42.83%-22.2pp | 282.51%-261.9pp | 29.43%-8.8pp |
| Employer contribution / active EE | $2,583 | $2,160+19.6% | $2,721-5.1% | $2,241+15.3% |
| Participant deferral / active EE | $4,004 | $2,788+43.6% | $4,175-4.1% | $3,767+6.3% |
| Admin fee / account holder | $562 | $2,290-75.4% | $5,349-89.5% | $2,969-81.1% |