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 FINANCIAL6 years Filed as: LPL FINANCIAL, LLC Service code 27 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Advisory (Plan) | $31,188 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 01-0233346 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,825 |
WC ADMINISTRATORS, LLC8 years Service code 13 6995 UNION PARK CTR #320 · MIDVALE, UT 84047 | Contract Administrator | $17,982 |
Filed as: ALDRICH CPAS + ADVISORS Service code 10 · EIN 93-0623286 680 HAWTHORNE AVE. SE #140 · SALEM, OR 973010041 | Accounting | $13,650 |
Service code 99 6300 BRIDGE POINT WAY, BLDG 1, #3 · AUSTIN, TN 787305097 | Other Fees | $9,488 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,279 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,607 | $82,917-46.2% | $103,333-56.8% | $77,643-42.5% |
| Participation rate | 87.0% | 71.6%+15.5pp | 74.5%+12.5pp | 70.6%+16.4pp |
| Annual return | 29.92% | 19.13%+10.8pp | 24.88%+5.0pp | 31.24%-1.3pp |
| Employer contribution / active EE | $1,623 | $3,552-54.3% | $3,868-58.0% | $2,726-40.5% |
| Participant deferral / active EE | $4,135 | $4,108+0.6% | $5,057-18.2% | $4,647-11.0% |
| Admin fee / account holder | $341 | $638-46.6% | $8,355-95.9% | $430-20.9% |