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 |
|---|---|---|
BOKF, NA5 years Service code 27 TRUST SERVICES DEPARTMENT 1660 · TULSA, OK 74182 | Advisory (Plan) | $35,397 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,917 |
CLIFTONLARSONALLEN LLP1 year Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $12,705 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,974 |
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 | $80,566 | $65,561+22.9% | $91,541-12.0% | $74,304+8.4% |
| Participation rate | 74.7% | 56.6%+18.1pp | 69.8%+4.9pp | 60.3%+14.3pp |
| Annual return | 13.73% | 17.68%-4.0pp | 20.50%-6.8pp | 29.43%-15.7pp |
| Employer contribution / active EE | $2,058 | $1,717+19.9% | $2,505-17.8% | $2,241-8.2% |
| Participant deferral / active EE | $3,741 | $2,918+28.2% | $4,008-6.7% | $3,767-0.7% |
| Admin fee / account holder | $537 | $3,333-83.9% | $6,956-92.3% | $2,969-81.9% |