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 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Float revenue; Recordkeeping fees | $78,598 |
LPL FINANCIAL8+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $11,756 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,160 | $81,908+4.0% | $90,749-6.2% | $64,808+31.4% |
| Participation rate | 96.7% | 80.5%+16.2pp | 75.7%+21.0pp | 71.5%+25.2pp |
| Annual return | -12.40% | -12.53%+0.1pp | -12.16%-0.2pp | 32.82%-45.2pp |
| Employer contribution / active EE | $2,585 | $3,065-15.7% | $2,921-11.5% | $2,506+3.2% |
| Participant deferral / active EE | $6,769 | $4,840+39.9% | $4,564+48.3% | $4,310+57.1% |
| Admin fee / account holder | $174 | $157+10.8% | $8,445-97.9% | $188-7.3% |