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 CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,241 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $25,134 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,212 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,294 | $62,327+20.8% | $120,354-37.4% | $74,495+1.1% |
| Participation rate | 89.7% | 56.8%+32.9pp | 71.9%+17.7pp | 67.2%+22.5pp |
| Annual return | 13.81% | 18.61%-4.8pp | 107.15%-93.3pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $4,211 | $1,843+128.5% | $3,463+21.6% | $2,623+60.6% |
| Participant deferral / active EE | $4,778 | $2,893+65.2% | $4,991-4.3% | $4,346+9.9% |
| Admin fee / account holder | $286 | $2,396-88.1% | $9,423-97.0% | $1,942-85.3% |