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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,239 |
LPL FINANCIAL4 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $41,274 |
PROFESSIONAL BENEFIT SERVICES10+ years Service code 13 1193 ROYVONNE AVE ST STE22 · SALEM, OR 97302 | Contract Administrator | $13,784 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,016 |
Filed as: PROFESSIONAL BENEFIT SERVICES INC Service code 13 | Contract Administrator | $8,254 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,750 | $65,908-62.4% | $81,812-69.7% | $77,643-68.1% |
| Participation rate | 27.8% | 65.8%-38.0pp | 72.3%-44.5pp | 70.6%-42.7pp |
| Annual return | 22.48% | 26.64%-4.2pp | 773.79%-751.3pp | 31.24%-8.8pp |
| Employer contribution / active EE | $1,638 | $2,370-30.9% | $2,912-43.8% | $2,726-39.9% |
| Participant deferral / active EE | $3,032 | $3,505-13.5% | $4,319-29.8% | $4,647-34.8% |
| Admin fee / account holder | $288 | $526-45.3% | $7,386-96.1% | $430-33.1% |