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 FINANCIAL9+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $28,305 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,603 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,109 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $133,555 | $101,317+31.8% | $146,958-9.1% | $74,495+79.3% |
| Participation rate | 99.0% | 75.5%+23.5pp | 82.2%+16.9pp | 67.2%+31.8pp |
| Annual return | 14.62% | 8730.91%-8716.3pp | 418.34%-403.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $6,670 | $3,810+75.1% | $4,933+35.2% | $2,623+154.3% |
| Participant deferral / active EE | $14,133 | $7,303+93.5% | $8,070+75.1% | $4,346+225.2% |
| Admin fee / account holder | $356 | $1,739-79.5% | $12,998-97.3% | $1,942-81.7% |