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 | $127,603 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 201 WASHINGTON STREET, SUITE 300 · BOSTON, MA 02108 | Advisory (Plan) | $116,599 |
BOWMAN & COMPANY LLP3 years Service code 10 · EIN 21-0658561 601 WHITE HORSE ROAD · VOORHEES, NJ 08043 | Accounting | $16,050 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $596,400 | $119,446+399.3% | $150,045+297.5% | $85,563+597.0% |
| Participation rate | 94.7% | 75.4%+19.3pp | 82.3%+12.4pp | 66.0%+28.7pp |
| Annual return | 10.92% | 23.72%-12.8pp | 62.55%-51.6pp | 31.51%-20.6pp |
| Employer contribution / active EE | $7,825 | $4,078+91.9% | $4,693+66.7% | $2,654+194.9% |
| Participant deferral / active EE | $16,464 | $7,985+106.2% | $7,997+105.9% | $4,375+276.3% |
| Admin fee / account holder | $709 | $548+29.5% | $13,435-94.7% | $834-15.0% |