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 Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,356 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $22,761 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 PO BOX 593 · HOLLIDAYSBURG, PA 16648 | Contract Administrator | $12,354 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 78730 | Other Fees | $5,552 |
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 | $97,869 | $102,317-4.3% | $146,958-33.4% | $80,856+21.0% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.2%+16.6pp | 67.6%+31.1pp |
| Annual return | 13.93% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $4,275 | $3,713+15.1% | $4,933-13.3% | $2,755+55.2% |
| Participant deferral / active EE | $11,922 | $6,644+79.4% | $8,070+47.7% | $4,296+177.5% |
| Admin fee / account holder | $485 | $7,941-93.9% | $12,998-96.3% | $6,918-93.0% |