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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $110,505 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $42,813 |
Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 | Advisory (Plan) | $10,088 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,080 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $6,680 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,148 | $82,917-84.1% | $103,333-87.3% | $77,643-83.1% |
| Participation rate | 97.3% | 71.6%+25.8pp | 74.5%+22.8pp | 70.6%+26.8pp |
| Annual return | 15.20% | 19.13%-3.9pp | 24.88%-9.7pp | 31.24%-16.0pp |
| Employer contribution / active EE | $693 | $3,552-80.5% | $3,868-82.1% | $2,726-74.6% |
| Participant deferral / active EE | $4,226 | $4,108+2.9% | $5,057-16.4% | $4,647-9.1% |
| Admin fee / account holder | $115 | $638-82.0% | $8,355-98.6% | $430-73.3% |