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 | $40,139 |
LPL FINANCIAL6 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $19,214 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,092 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,915 | $56,767-45.5% | $101,794-69.6% | $85,563-63.9% |
| Participation rate | 89.3% | 57.6%+31.7pp | 69.2%+20.1pp | 66.0%+23.4pp |
| Annual return | 18.63% | 17.76%+0.9pp | 30.53%-11.9pp | 31.51%-12.9pp |
| Employer contribution / active EE | $1,066 | $1,112-4.2% | $2,289-53.4% | $2,654-59.8% |
| Participant deferral / active EE | $1,801 | $2,720-33.8% | $4,084-55.9% | $4,375-58.8% |
| Admin fee / account holder | $162 | $1,098-85.3% | $8,777-98.2% | $834-80.6% |