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 FINANCIAL8 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $15,610 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,501 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,802 | $52,406+19.8% | $129,207-51.4% | $74,495-15.7% |
| Participation rate | 42.8% | 53.8%-11.0pp | 69.6%-26.8pp | 67.2%-24.4pp |
| Annual return | 14.79% | 15.66%-0.9pp | 9417.33%-9402.5pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,267 | $1,531-17.2% | $4,153-69.5% | $2,623-51.7% |
| Participant deferral / active EE | $2,677 | $2,794-4.2% | $4,168-35.8% | $4,346-38.4% |
| Admin fee / account holder | $312 | $2,633-88.2% | $7,715-96.0% | $1,942-83.9% |