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 | $32,337 |
LPL FINANCIAL8 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $18,607 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,841 | $47,126-60.0% | $149,673-87.4% | $74,419-74.7% |
| Participation rate | 91.7% | 63.4%+28.3pp | 78.8%+12.9pp | 70.7%+21.0pp |
| Annual return | 19.55% | 22.75%-3.2pp | 134.42%-114.9pp | 34.38%-14.8pp |
| Employer contribution / active EE | $1,316 | $1,905-30.9% | $4,818-72.7% | $2,637-50.1% |
| Participant deferral / active EE | $2,245 | $2,728-17.7% | $5,680-60.5% | $4,528-50.4% |
| Admin fee / account holder | $108 | $343-68.5% | $13,210-99.2% | $348-69.0% |