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 OF AMERICA · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $150,950 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $108,743 |
Filed as: LEAFHOUSE FINANCIAL ADVISOR LLC Service code 27 6300 BRIDGE POINT PKWY BUILDING 1 · AUSTIN, TX 78730 | Advisory (Plan) | $21,747 |
SANNAH M BRANDT LLC DBA UPA2 years Filed as: SANNAH BRANDT LLC DBA Service code 13 UNITED PENSION ADMINISTRATION · BOZEMAN, MT 59715 | Contract Administrator | $16,100 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,410 |
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 | $25,991 | $56,467-54.0% | $95,585-72.8% | $102,872-74.7% |
| Participation rate | 69.9% | 62.1%+7.8pp | 72.1%-2.2pp | 73.0%-3.1pp |
| Annual return | 18.66% | 17.94%+0.7pp | 38.56%-19.9pp | 19.06%-0.4pp |
| Employer contribution / active EE | $809 | $1,216-33.5% | $2,527-68.0% | $3,526-77.1% |
| Participant deferral / active EE | $1,504 | $3,007-50.0% | $4,023-62.6% | $5,535-72.8% |
| Admin fee / account holder | $164 | $112+46.0% | $6,127-97.3% | $292-43.8% |