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 |
|---|---|---|
FIDUCIENT ADVISORS LLC4 years Service code 27 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $52,060 |
Service code 10 6903 ROCKLEDGE DR STE 300 · BETHESDA, MD 20817 | Accounting | $33,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,538 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $60 |
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 | $137,787 | $176,811-22.1% | $146,958-6.2% | - |
| Participation rate | 100.0% | 76.9%+23.1pp | 82.2%+17.8pp | - |
| Annual return | 15.91% | 11.56%+4.4pp | 418.34%-402.4pp | - |
| Employer contribution / active EE | $9,633 | $3,294+192.5% | $4,933+95.3% | - |
| Participant deferral / active EE | $9,598 | $6,900+39.1% | $8,070+18.9% | - |
| Admin fee / account holder | $480 | $27,451-98.3% | $12,998-96.3% | - |