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 CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,021 |
Filed as: COMMONWEALTH EQUITY SERVICES, LLC Service code 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $33,718 |
NWRPC LLC1 year Service code 13 413 29TH ST NE · PUYALLUP, WA 98372 | Contract Administrator | $5,762 |
ASCENSUS LLC3 years Filed as: ASCENSUS INC Service code 99 | Other Fees | $1,304 |
ASCENSUS LLC2 years Filed as: ASCENSUS, INC. Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $0 |
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 | $53,353 | $55,415-3.7% | $155,509-65.7% | $74,495-28.4% |
| Participation rate | 96.5% | 61.9%+34.6pp | 78.2%+18.3pp | 67.2%+29.3pp |
| Annual return | 14.21% | 268.50%-254.3pp | 64.67%-50.5pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,812 | $2,267+24.0% | $4,672-39.8% | $2,623+7.2% |
| Participant deferral / active EE | $4,991 | $2,836+76.0% | $5,626-11.3% | $4,346+14.9% |
| Admin fee / account holder | $313 | $1,738-82.0% | $15,912-98.0% | $1,942-83.9% |