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 |
|---|---|---|
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $39,431 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $17,195 |
Service code 13 120 VANTIS · ALISO VIEJO, CA 926562689 | Contract Administrator | $5,801 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | -$631 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,927 | $108,549-14.4% | $156,263-40.5% | $85,563+8.6% |
| Participation rate | 47.9% | 77.1%-29.2pp | 78.9%-31.0pp | 66.0%-18.1pp |
| Annual return | 16.04% | 21.79%-5.8pp | 59.47%-43.4pp | 31.51%-15.5pp |
| Employer contribution / active EE | $1,396 | $2,690-48.1% | $4,333-67.8% | $2,654-47.4% |
| Participant deferral / active EE | $2,823 | $4,800-41.2% | $6,158-54.2% | $4,375-35.5% |
| Admin fee / account holder | $319 | $650-50.9% | $14,255-97.8% | $834-61.8% |