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 7-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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,893 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $27,600 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,409 |
Filed as: PENSION PLAN SPECIALISTS PC Service code 13 805 BROADWAY SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $7,700 |
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 | $53,496 | $84,556-36.7% | $116,228-54.0% | $74,304-28.0% |
| Participation rate | 85.5% | 66.0%+19.5pp | 74.6%+11.0pp | 60.3%+25.2pp |
| Annual return | 15.85% | 18.35%-2.5pp | 90.06%-74.2pp | 29.43%-13.6pp |
| Employer contribution / active EE | $5,653 | $2,168+160.8% | $2,994+88.8% | $2,241+152.2% |
| Participant deferral / active EE | $7,052 | $3,814+84.9% | $4,953+42.4% | $3,767+87.2% |
| Admin fee / account holder | $431 | $3,792-88.6% | $11,989-96.4% | $2,969-85.5% |