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, CO 80111 | Recordkeeping Fees | $28,050 |
QUINONES ARCHILLA3 years Service code 99 VILLAS DE CAPARRA ST C D6 · GUAYNABO, PR 00966 | Other Fees | $17,614 |
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN FINANCIAL SECURITIES Service code 55 P O BOX 2200 · AUSTIN, TX 46801 | Other Commissions | $3,265 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Other Fees | $2,202 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,036 | $130,194-64.6% | $169,993-72.9% | $71,457-35.6% |
| Participation rate | 81.6% | 86.1%-4.5pp | 87.0%-5.4pp | 67.9%+13.7pp |
| Annual return | 12.41% | 20.37%-8.0pp | 53.37%-41.0pp | 28.85%-16.4pp |
| Employer contribution / active EE | $1,843 | $4,381-57.9% | $6,785-72.8% | $2,588-28.8% |
| Participant deferral / active EE | $1,594 | $6,923-77.0% | $10,408-84.7% | $4,289-62.8% |
| Admin fee / account holder | $2,164 | $966+124.1% | $12,815-83.1% | $1,587+36.3% |