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 | $34,429 |
LPL FINANCIAL5 years Filed as: NEXT FINANCIAL GROUP INC Service code 55 11740 KATY FREEWAY, STE 600 · HOUSTON, TX 77079 | Other Commissions | $11,366 |
THE ANGELL PENSION GROUP, INC.11+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $4,922 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 78730 | Advisory (Plan) | $4,147 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Commissions | $3,940 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,031 | $66,098+15.0% | $101,794-25.3% | $74,304+2.3% |
| Participation rate | 46.3% | 53.8%-7.5pp | 69.2%-22.9pp | 60.3%-14.1pp |
| Annual return | 14.70% | 19.59%-4.9pp | 30.53%-15.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $146 | $1,082-86.5% | $2,289-93.6% | $2,241-93.5% |
| Participant deferral / active EE | $1,437 | $2,781-48.3% | $4,084-64.8% | $3,767-61.9% |
| Admin fee / account holder | $311 | $4,146-92.5% | $8,777-96.5% | $2,969-89.5% |