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: PUTNAM INVESTMENTS Service code 64 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping Fees | $88,005 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $67,475 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,315 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,809 | $56,503-3.0% | $70,092-21.8% | $64,808-15.4% |
| Participation rate | 97.2% | 70.5%+26.7pp | 70.5%+26.7pp | 71.5%+25.7pp |
| Annual return | -16.33% | -13.44%-2.9pp | 190.73%-207.1pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,902 | $2,046-7.0% | $2,559-25.7% | $2,506-24.1% |
| Participant deferral / active EE | $4,595 | $3,389+35.6% | $3,849+19.4% | $4,310+6.6% |
| Admin fee / account holder | $236 | $160+47.1% | $6,267-96.2% | $188+25.6% |