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 8-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 |
|---|---|---|
LPL FINANCIAL5 years Filed as: NEXT FINANCIAL GROUP INC Service code 55 11740 KATY FREEWAY STE 600 · HOUSTON, TX 77079 | Other Commissions | $42,554 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $9,588 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,590 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,468 |
21 funds of $250K or more; 22 lines in all, holding $20.7M of the plan's $22.3M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Putnam Retirement Advantage, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Putnam Retirement Advantage Franklin Templeton · Mutual fund Target-date, 6 vintages | $4.5M | 21.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.0M | 14.3% |
| Putnam Retirement Advantage Franklin Templeton · Collective trust Target-date, 1 vintage | $2.1M | 10.3% |
| Fidelity Fidility International Index Fidelity (FMR) · Mutual fund Index | $1.4M | 6.8% |
| American Innovation Manager not matched · Other | $1.3M | 6.5% |
| International Growth Fund II Class R1 Manager not matched · Collective trust | $1.2M | 5.8% |
| Empower Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $966K | 4.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $830K | 4.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $791K | 3.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $778K | 3.8% |
See the other 12 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,953 | $44,960+149.0% | $84,966+31.8% | $74,495+50.3% |
| Participation rate | 83.6% | 49.4%+34.2pp | 67.5%+16.1pp | 67.2%+16.4pp |
| Annual return | 15.06% | 26.24%-11.2pp | 66.38%-51.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $3,686 | $1,457+153.0% | $2,727+35.2% | $2,623+40.5% |
| Participant deferral / active EE | $8,587 | $2,731+214.5% | $4,519+90.0% | $4,346+97.6% |
| Admin fee / account holder | $119 | $2,209-94.6% | $6,149-98.1% | $1,942-93.9% |