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.
| Provider | Service type | Compensation |
|---|---|---|
FORVIS MAZARS, LLP1+ years Filed as: FORVIS MAZARS WEALTH ADVISORS Service code 28 · EIN 43-1815436 | Investment Management | $32,934 |
FORVIS MAZARS, LLP1+ years Service code 13 · EIN 44-0160260 | Contract Administrator | $28,863 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $22,846 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,666 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,289 | $86,944-16.9% | $107,525-32.8% | $74,304-2.7% |
| Participation rate | 69.8% | 59.6%+10.2pp | 75.1%-5.3pp | 60.3%+9.4pp |
| Annual return | 70.36% | 23.52%+46.8pp | 181.32%-111.0pp | 29.43%+40.9pp |
| Employer contribution / active EE | $2,387 | $2,757-13.4% | $3,754-36.4% | $2,241+6.5% |
| Participant deferral / active EE | $4,467 | $3,554+25.7% | $5,116-12.7% | $3,767+18.6% |
| Admin fee / account holder | $468 | $3,727-87.4% | $8,919-94.8% | $2,969-84.2% |