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 |
|---|---|---|
CAPITAL GUARDIAN1 year Filed as: CAPITAL GUARDIAN LLC Service code 55 1355 GREENWOOD CLIFF, SUITE 250 · CHARLOTTE, NC 28204 | Other Commissions | $17,138 |
GOLDLEAF PARTNERS2+ years Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $7,648 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 1815 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,505 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,475 | $63,905-69.5% | $74,183-73.7% | $57,658-66.2% |
| Participation rate | 65.8% | 79.8%-14.0pp | 76.6%-10.8pp | 70.2%-4.4pp |
| Annual return | 9.36% | 60.60%-51.2pp | 17.74%-8.4pp | 5.13%+4.2pp |
| Employer contribution / active EE | $857 | $1,840-53.4% | $2,370-63.8% | $1,974-56.6% |
| Participant deferral / active EE | $2,023 | $3,448-41.3% | $3,550-43.0% | $3,061-33.9% |
| Admin fee / account holder | $17 | $91-80.8% | $5,586-99.7% | $95-81.5% |