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 7-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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,330 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $28,610 |
LPL FINANCIAL7+ years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $19,856 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,598 | $98,727+54.6% | $113,168+34.8% | $85,563+78.3% |
| Participation rate | 87.4% | 80.8%+6.6pp | 76.6%+10.8pp | 66.0%+21.4pp |
| Annual return | 10.41% | 17.43%-7.0pp | 24.27%-13.9pp | 31.51%-21.1pp |
| Employer contribution / active EE | $2,547 | $2,907-12.4% | $2,975-14.4% | $2,654-4.0% |
| Participant deferral / active EE | $4,717 | $5,424-13.0% | $5,107-7.6% | $4,375+7.8% |
| Admin fee / account holder | $377 | $357+5.6% | $12,068-96.9% | $834-54.9% |