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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150,428 |
LPL FINANCIAL9+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $55,394 |
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 | $52,320 | $47,126+11.0% | $149,673-65.0% | $74,419-29.7% |
| Participation rate | 84.6% | 63.4%+21.2pp | 78.8%+5.8pp | 70.7%+13.9pp |
| Annual return | 16.43% | 22.75%-6.3pp | 134.42%-118.0pp | 34.38%-17.9pp |
| Employer contribution / active EE | $3,377 | $1,905+77.3% | $4,818-29.9% | $2,637+28.1% |
| Participant deferral / active EE | $3,048 | $2,728+11.7% | $5,680-46.3% | $4,528-32.7% |
| Admin fee / account holder | $351 | $343+2.5% | $13,210-97.3% | $348+1.0% |