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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CT 80111 | Recordkeeping Fees | $35,437 |
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $31,532 |
Service code 13 555 GOFFLE RD , SUITE 200 · RIDGEWOOD, NJ 07451 | Contract Administrator | $12,261 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,131 |
Filed as: FIDUCIARY OUTSOURCING LLC Service code 99 2225 WEST WHISPERING WIND DRIVE · PHOENIX, AZ 85085 | Other Fees | $1,820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,841 | $29,548-32.9% | $56,411-64.8% | $77,643-74.4% |
| Participation rate | 62.8% | 32.7%+30.1pp | 52.5%+10.3pp | 70.6%-7.8pp |
| Annual return | 10.40% | 19.01%-8.6pp | 1701.33%-1690.9pp | 31.24%-20.8pp |
| Employer contribution / active EE | $1,001 | $568+76.3% | $1,039-3.7% | $2,726-63.3% |
| Participant deferral / active EE | $1,616 | $1,061+52.4% | $1,952-17.2% | $4,647-65.2% |
| Admin fee / account holder | $112 | $1,046-89.3% | $2,829-96.1% | $430-74.1% |