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 ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $111,674 |
LPL FINANCIAL5 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $18,000 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $12,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,122 |
COMPASS 360, LLC5 years Filed as: COMPASS 360 Service code 13 118 PORTSMOUTH AVE · STRATHAM, NH 03885 | Contract Administrator | $6,075 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,846 | $88,890-36.0% | $102,423-44.5% | $77,643-26.8% |
| Participation rate | 89.4% | 80.9%+8.5pp | 76.5%+13.0pp | 70.6%+18.9pp |
| Annual return | 17.16% | 24.98%-7.8pp | 29.32%-12.2pp | 31.24%-14.1pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,023-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,870 | $5,145-24.8% | $5,053-23.4% | $4,647-16.7% |
| Admin fee / account holder | $218 | $235-7.2% | $9,451-97.7% | $430-49.3% |