Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,462 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $10,417 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $4,167 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $149,040-100.0% | $120,225-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 75.4%-75.4pp | 69.6%-69.6pp | 80.0%-80.0pp |
| Annual return | -103.78% | 605.68%-709.5pp | 439.23%-543.0pp | 220.34%-324.1pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |