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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,060 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,001 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Advisory (Plan) | $21,050 |
Filed as: THE RETIREMENT PLAN COMPANY,LLC Service code 13 PO BOX 306462 · NASHVILLE, TN 372306462 | Contract Administrator | $4,994 |
PASI, LLC11+ years Service code 13 | Contract Administrator | $2,241 |
PASI, LLC11+ years Filed as: PASI LLC Service code 13 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $200 |
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 | $58,785 | $65,561-10.3% | $91,541-35.8% | $74,304-20.9% |
| Participation rate | 86.1% | 56.6%+29.5pp | 69.8%+16.3pp | 60.3%+25.7pp |
| Annual return | 14.29% | 17.68%-3.4pp | 20.50%-6.2pp | 29.43%-15.1pp |
| Employer contribution / active EE | $1,731 | $1,717+0.8% | $2,505-30.9% | $2,241-22.8% |
| Participant deferral / active EE | $2,787 | $2,918-4.5% | $4,008-30.4% | $3,767-26.0% |
| Admin fee / account holder | $443 | $3,333-86.7% | $6,956-93.6% | $2,969-85.1% |