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 7-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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILAGE, CO 80111 | Recordkeeping Fees | $26,163 |
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $14,447 |
KIMBERLIN COMPANY, PLLC1 year Filed as: KIMBERLIN COMPANY PLLC Service code 10 6150 W GILA SPRINGS PL UNIT 24 · CHANDLER, AZ 85226 | Accounting | $8,750 |
ALLIANCE BENEFIT GROUP3 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 7908 N SAM HOUSTON PKWY W STE 500 · HOUSTON, TX 77064 | Contract Administrator | $4,594 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON I Service code 13 | Contract Administrator | $2,919 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,842 | $49,915+15.9% | $154,803-62.6% | $74,304-22.2% |
| Participation rate | 44.4% | 54.0%-9.5pp | 78.1%-33.6pp | 60.3%-15.9pp |
| Annual return | 16.13% | 34.06%-17.9pp | 58.88%-42.8pp | 29.43%-13.3pp |
| Employer contribution / active EE | $2,290 | $1,611+42.1% | $4,305-46.8% | $2,241+2.2% |
| Participant deferral / active EE | $3,816 | $2,255+69.2% | $5,540-31.1% | $3,767+1.3% |
| Admin fee / account holder | $562 | $2,189-74.3% | $14,329-96.1% | $2,969-81.1% |