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 | $26,638 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $22,361 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 PO BOX 593 · HOLLIDAYSBURG, PA 16648 | Contract Administrator | $11,760 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 78730 | Other Fees | $5,631 |
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 | $106,061 | $109,881-3.5% | $150,045-29.3% | $84,808+25.1% |
| Participation rate | 98.6% | 76.1%+22.6pp | 82.3%+16.3pp | 68.3%+30.3pp |
| Annual return | 14.00% | 28.25%-14.2pp | 62.55%-48.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $4,135 | $3,561+16.1% | $4,693-11.9% | $2,631+57.2% |
| Participant deferral / active EE | $12,032 | $6,636+81.3% | $7,997+50.5% | $4,212+185.7% |
| Admin fee / account holder | $472 | $8,568-94.5% | $13,435-96.5% | $7,344-93.6% |