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 |
|---|---|---|
LPL FINANCIAL7 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $46,704 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,139 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 13 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Contract Administrator | $5,276 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,960 | $106,028-57.6% | $146,958-69.4% | $77,643-42.1% |
| Participation rate | 93.5% | 78.4%+15.1pp | 82.2%+11.3pp | 70.6%+22.9pp |
| Annual return | 18.82% | 56.73%-37.9pp | 418.34%-399.5pp | 31.24%-12.4pp |
| Employer contribution / active EE | $708 | $4,063-82.6% | $4,933-85.6% | $2,726-74.0% |
| Participant deferral / active EE | $3,408 | $7,990-57.3% | $8,070-57.8% | $4,647-26.7% |
| Admin fee / account holder | $52 | $337-84.7% | $12,998-99.6% | $430-88.0% |