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 |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,476 |
INDEPENDENT FINANCIAL GROUP LLC8+ years Service code 55 | Other Commissions | $10,836 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $8,577 |
ACTUARIAL BENEFITS CORP8+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 2790 SKYPARK DR STE 300 · TORRANCE, CA 90505 | Contract Administrator | $5,713 |
INDEPENDENT FINANCIAL GROUP LLC8+ years Filed as: INDEPENDENT FINANCIAL GROUP Service code 55 12636 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $91,069 | $84,487+7.8% | $125,339-27.3% | $66,914+36.1% |
| Participation rate | 19.7% | 76.4%-56.7pp | 82.4%-62.7pp | 69.8%-50.1pp |
| Annual return | -14.96% | -8.39%-6.6pp | 572.05%-587.0pp | 1.58%-16.5pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,863 | $6,781-72.5% | $7,446-75.0% | $4,237-56.0% |
| Admin fee / account holder | $366 | $685-46.6% | $10,010-96.3% | $593-38.3% |