See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for 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 |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL, LLC Service code 27 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Advisory (Plan) | $25,837 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 01-0233346 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,400 |
WC ADMINISTRATORS, LLC7 years Service code 13 6995 UNION PARK CTR #320 · MIDVALE, UT 84047 | Contract Administrator | $16,463 |
Filed as: ALDRICH CPAS + ADVISORS Service code 10 · EIN 93-0623286 680 HAWTHORNE AVE. SE #140 · SALEM, OR 973010041 | Accounting | $12,000 |
Service code 99 6300 BRIDGE POINT WAY, BLDG 1, #3 · AUSTIN, TN 787305097 | Other Fees | $6,890 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,454 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,742 | $76,670-48.2% | $96,683-58.9% | $71,457-44.4% |
| Participation rate | 82.6% | 66.6%+16.0pp | 74.3%+8.2pp | 67.9%+14.7pp |
| Annual return | 19.67% | 48.29%-28.6pp | 35.69%-16.0pp | 28.85%-9.2pp |
| Employer contribution / active EE | $1,518 | $3,031-49.9% | $3,737-59.4% | $2,588-41.3% |
| Participant deferral / active EE | $3,877 | $3,771+2.8% | $4,878-20.5% | $4,289-9.6% |
| Admin fee / account holder | $348 | $2,028-82.8% | $6,730-94.8% | $1,587-78.1% |