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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 | Other Commissions | $98,223 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,680 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,167 |
LPL FINANCIAL3 years Service code 55 P.O.BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,701 | $50,815+234.0% | $155,509+9.1% | $77,643+118.6% |
| Participation rate | 81.1% | 63.1%+18.0pp | 78.2%+2.9pp | 70.6%+10.5pp |
| Annual return | 14.81% | 34.80%-20.0pp | 64.67%-49.9pp | 31.24%-16.4pp |
| Employer contribution / active EE | $5,112 | $1,993+156.6% | $4,672+9.4% | $2,726+87.6% |
| Participant deferral / active EE | $3,815 | $2,822+35.2% | $5,626-32.2% | $4,647-17.9% |
| Admin fee / account holder | $11 | $437-97.5% | $15,912-99.9% | $430-97.4% |