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, CO 80111 | Recordkeeping Fees | $19,332 |
LPL FINANCIAL6 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $18,758 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,435 |
Filed as: LEAFHOUSE FINANCIAL ADVISOR Service code 99 6011 W COURTYARD · AUSTIN, TX 78730 | Other Fees | $7,503 |
SANNAH M BRANDT LLC DBA UPA9+ years Service code 13 3495 PARKWAY AVE · BOZEMAN, MT 59718 | Contract Administrator | $7,503 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,639 | $73,933+2.3% | $96,683-21.8% | $75,163+0.6% |
| Participation rate | 93.5% | 66.4%+27.1pp | 74.3%+19.2pp | 67.2%+26.4pp |
| Annual return | 14.26% | 26.70%-12.4pp | 35.69%-21.4pp | 160.62%-146.4pp |
| Employer contribution / active EE | $5,358 | $2,928+83.0% | $3,737+43.4% | $2,670+100.7% |
| Participant deferral / active EE | $4,928 | $3,659+34.7% | $4,878+1.0% | $4,125+19.5% |
| Admin fee / account holder | $434 | $5,216-91.7% | $6,730-93.5% | $5,651-92.3% |