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 | $11,239 |
LPL FINANCIAL7 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $7,414 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,165 | $46,292-67.2% | $143,757-89.5% | $64,808-76.6% |
| Participation rate | 89.7% | 64.2%+25.4pp | 80.3%+9.3pp | 71.5%+18.2pp |
| Annual return | -15.83% | -10.05%-5.8pp | -0.04%-15.8pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,099 | $1,910-42.5% | $4,951-77.8% | $2,506-56.1% |
| Participant deferral / active EE | $1,918 | $2,646-27.5% | $5,637-66.0% | $4,310-55.5% |
| Admin fee / account holder | $73 | $154-52.6% | $14,673-99.5% | $188-61.2% |