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) | $67,314 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,800 |
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 | $84,651 | $88,083-3.9% | $164,813-48.6% | $74,495+13.6% |
| Participation rate | 99.1% | 73.0%+26.1pp | 78.6%+20.5pp | 67.2%+31.9pp |
| Annual return | 12.15% | 17.26%-5.1pp | 69.93%-57.8pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $3,615 | $2,593+39.4% | $4,341-16.7% | $2,623+37.8% |
| Participant deferral / active EE | $6,339 | $4,498+40.9% | $6,031+5.1% | $4,346+45.9% |
| Admin fee / account holder | $340 | $2,234-84.8% | $12,690-97.3% | $1,942-82.5% |