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 |
|---|---|---|
CONCORDE ASSET MANAGEMENT10+ years Service code 99 19500 VICTOR PKWY · LIVONIA, MI 48152 | Other Fees | $93,613 |
THE FINWAY GROUP10+ years Service code 13 · EIN 42-1468222 5625 MILLS CIVIC PARKWAY SUITE 101 · WEST DES MOINES, IA 50266 | Contract Administrator | $35,281 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,452 |
Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $18,070 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,201 |
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 | $45,224 | $106,028-57.3% | $146,958-69.2% | $77,643-41.8% |
| Participation rate | 96.3% | 78.4%+17.9pp | 82.2%+14.1pp | 70.6%+25.7pp |
| Annual return | 13.24% | 56.73%-43.5pp | 418.34%-405.1pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,798 | $4,063-55.7% | $4,933-63.5% | $2,726-34.0% |
| Participant deferral / active EE | $10,036 | $7,990+25.6% | $8,070+24.4% | $4,647+115.9% |
| Admin fee / account holder | $419 | $337+24.1% | $12,998-96.8% | $430-2.7% |