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 |
|---|---|---|
RBC WEALTH MANAGEMENT7 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $32,414 |
SAGEVIEW ADVISORY GROUP, LLC7 years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $10,805 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,584 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,784 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $129,274 | $86,944+48.7% | $107,525+20.2% | $74,304+74.0% |
| Participation rate | 56.2% | 59.6%-3.4pp | 75.1%-18.9pp | 60.3%-4.2pp |
| Annual return | 10.97% | 23.52%-12.5pp | 181.32%-170.3pp | 29.43%-18.5pp |
| Employer contribution / active EE | $4,344 | $2,757+57.6% | $3,754+15.7% | $2,241+93.8% |
| Participant deferral / active EE | $2,281 | $3,554-35.8% | $5,116-55.4% | $3,767-39.5% |
| Admin fee / account holder | $299 | $3,727-92.0% | $8,919-96.6% | $2,969-89.9% |