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 FINANCIAL6 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $58,912 |
CARON & BLETZER, PLLC6 years Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $9,800 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,940 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,164 |
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.
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 | $88,232 | $61,272+44.0% | $149,673-41.0% | $71,457+23.5% |
| Participation rate | 91.3% | 62.5%+28.8pp | 78.8%+12.5pp | 67.9%+23.4pp |
| Annual return | 10.59% | 35.85%-25.3pp | 134.42%-123.8pp | 28.85%-18.3pp |
| Employer contribution / active EE | $1,438 | $2,378-39.6% | $4,818-70.2% | $2,588-44.4% |
| Participant deferral / active EE | $4,133 | $2,917+41.7% | $5,680-27.2% | $4,289-3.6% |
| Admin fee / account holder | $301 | $1,261-76.1% | $13,210-97.7% | $1,587-81.0% |