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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.
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $12,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,470 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $723 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,492 | $79,171-41.3% | $102,423-54.6% | $74,495-37.6% |
| Participation rate | 70.9% | 74.8%-3.9pp | 76.5%-5.6pp | 67.2%+3.7pp |
| Annual return | 10.46% | 54.93%-44.5pp | 29.32%-18.9pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $1,419 | $2,362-39.9% | $3,023-53.1% | $2,623-45.9% |
| Participant deferral / active EE | $3,588 | $4,415-18.7% | $5,053-29.0% | $4,346-17.4% |
| Admin fee / account holder | $210 | $2,001-89.5% | $9,451-97.8% | $1,942-89.2% |