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 |
|---|---|---|
ENZA FINANCIAL LLC3 years Service code 27 6450 ROCKSIDE WOODS BLVD S · INDEPENDENCE, OH 44131 | Advisory (Plan) | $22,856 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,424 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,156 |
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 | $66,506 | $87,013-23.6% | $106,213-37.4% | $80,856-17.7% |
| Participation rate | 86.9% | 70.4%+16.5pp | 75.3%+11.6pp | 67.6%+19.3pp |
| Annual return | 10.40% | 17.05%-6.7pp | 116.14%-105.7pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,629 | $2,395+9.7% | $3,171-17.1% | $2,755-4.6% |
| Participant deferral / active EE | $4,619 | $3,986+15.9% | $5,016-7.9% | $4,296+7.5% |
| Admin fee / account holder | $361 | $8,431-95.7% | $11,033-96.7% | $6,918-94.8% |