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 |
|---|---|---|
DEFINITI LLC5 years Service code 13 2201 TIMBERLOCH PL · THE WOODLANDS, TX 77380 | Contract Administrator | $17,044 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,241 |
ALLWORTH FINANCIAL3 years Filed as: ALLWORTH FINANCIAL LP Service code 27 340 PALLADIO PKWY · FOLSOM, CA 95630 | Advisory (Plan) | $11,811 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,811 |
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 | $45,054 | $79,171-43.1% | $102,423-56.0% | $74,495-39.5% |
| Participation rate | 73.0% | 74.8%-1.7pp | 76.5%-3.4pp | 67.2%+5.8pp |
| Annual return | 12.67% | 54.93%-42.3pp | 29.32%-16.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,903 | $2,362-19.4% | $3,023-37.0% | $2,623-27.4% |
| Participant deferral / active EE | $3,297 | $4,415-25.3% | $5,053-34.8% | $4,346-24.1% |
| Admin fee / account holder | $342 | $2,001-82.9% | $9,451-96.4% | $1,942-82.4% |