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 3-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 FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $24,014 |
Filed as: EMPOWER ANNUITY INSUR CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,186 |
PA RETIREMENT SOLUTIONS, INC.3+ years Service code 13 1110 N. MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $14,142 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $759 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,995 | $96,484-20.2% | $156,263-50.7% | $74,304+3.6% |
| Participation rate | 87.2% | 67.7%+19.5pp | 78.9%+8.3pp | 60.3%+26.8pp |
| Annual return | 19.24% | 17.73%+1.5pp | 59.47%-40.2pp | 29.43%-10.2pp |
| Employer contribution / active EE | $1,775 | $2,528-29.8% | $4,333-59.0% | $2,241-20.8% |
| Participant deferral / active EE | $5,305 | $4,286+23.8% | $6,158-13.9% | $3,767+40.8% |
| Admin fee / account holder | $289 | $3,728-92.2% | $14,255-98.0% | $2,969-90.3% |