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 | $112,137 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $76,239 |
CHARLES SCHWAB & CO., INC.10+ years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $161 |
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 | $101,241 | $79,171+27.9% | $102,423-1.2% | $74,495+35.9% |
| Participation rate | 98.8% | 74.8%+24.0pp | 76.5%+22.3pp | 67.2%+31.6pp |
| Annual return | 15.87% | 54.93%-39.1pp | 29.32%-13.5pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $1,517 | $2,362-35.8% | $3,023-49.8% | $2,623-42.2% |
| Participant deferral / active EE | $3,018 | $4,415-31.6% | $5,053-40.3% | $4,346-30.6% |
| Admin fee / account holder | $389 | $2,001-80.6% | $9,451-95.9% | $1,942-80.0% |