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 FINANCIAL6 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $22,255 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,367 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,995 | $45,602+60.1% | $117,472-37.9% | $66,914+9.1% |
| Participation rate | 92.7% | 57.6%+35.1pp | 70.6%+22.2pp | 69.8%+22.9pp |
| Annual return | -15.26% | -16.74%+1.5pp | 29.74%-45.0pp | 1.58%-16.8pp |
| Employer contribution / active EE | $3,348 | $1,579+112.1% | $4,176-19.8% | $2,544+31.6% |
| Participant deferral / active EE | $5,667 | $2,845+99.2% | $4,070+39.2% | $4,237+33.8% |
| Admin fee / account holder | $259 | $661-60.8% | $5,645-95.4% | $593-56.3% |