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) | $27,645 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CT 80111 | Recordkeeping Fees | $23,400 |
Service code 13 555 GOFFLE RD , SUITE 200 · RIDGEWOOD, NJ 07451 | Contract Administrator | $6,997 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,717 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,661 | $30,147-24.8% | $58,482-61.3% | $80,160-71.7% |
| Participation rate | 21.8% | 34.4%-12.6pp | 50.9%-29.0pp | 72.9%-51.1pp |
| Annual return | 15.76% | 21.97%-6.2pp | 4239.32%-4223.6pp | 40.38%-24.6pp |
| Employer contribution / active EE | $530 | $528+0.5% | $1,053-49.6% | $2,978-82.2% |
| Participant deferral / active EE | $897 | $1,249-28.2% | $1,924-53.4% | $5,017-82.1% |
| Admin fee / account holder | $135 | $195-30.7% | $2,516-94.6% | $145-6.9% |