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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping fees; Float revenue | $158,358 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
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 | $46,907 | $46,292+1.3% | $143,757-67.4% | $64,808-27.6% |
| Participation rate | 81.7% | 64.2%+17.5pp | 80.3%+1.4pp | 71.5%+10.2pp |
| Annual return | -13.07% | -10.05%-3.0pp | -0.04%-13.0pp | 32.82%-45.9pp |
| Employer contribution / active EE | $2,635 | $1,910+38.0% | $4,951-46.8% | $2,506+5.1% |
| Participant deferral / active EE | $2,309 | $2,646-12.7% | $5,637-59.0% | $4,310-46.4% |
| Admin fee / account holder | $272 | $154+77.0% | $14,673-98.1% | $188+44.9% |