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 FINANCIAL10+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $29,719 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,353 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,508 |
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 | $150,274 | $100,923+48.9% | $150,045+0.2% | $74,304+102.2% |
| Participation rate | 82.4% | 70.1%+12.3pp | 82.3%0pp | 60.3%+22.0pp |
| Annual return | 16.06% | 51.77%-35.7pp | 62.55%-46.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $5,525 | $3,463+59.5% | $4,693+17.7% | $2,241+146.5% |
| Participant deferral / active EE | $10,874 | $6,709+62.1% | $7,997+36.0% | $3,767+188.6% |
| Admin fee / account holder | $352 | $2,767-87.3% | $13,435-97.4% | $2,969-88.2% |