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 | $80,972 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $49,040 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,230 | $81,625+43.6% | $167,512-30.0% | $74,304+57.8% |
| Participation rate | 74.6% | 60.0%+14.6pp | 77.1%-2.5pp | 60.3%+14.2pp |
| Annual return | 8.80% | 26.09%-17.3pp | 1615.79%-1607.0pp | 29.43%-20.6pp |
| Employer contribution / active EE | $1,778 | $2,010-11.5% | $3,882-54.2% | $2,241-20.7% |
| Participant deferral / active EE | $3,721 | $4,115-9.6% | $6,405-41.9% | $3,767-1.2% |
| Admin fee / account holder | $479 | $3,474-86.2% | $9,769-95.1% | $2,969-83.9% |