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 LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $102,650 |
EMPIRE ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $57,363 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL, LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $50,097 |
Service code 13 435 NEW KARNER ROAD CONCORD STREET · ALBANY, NY 12205 | Contract Administrator | $45,713 |
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 | $27,297 | $53,165-48.7% | $86,188-68.3% | $74,419-63.3% |
| Participation rate | 86.1% | 64.9%+21.3pp | 69.0%+17.2pp | 70.7%+15.4pp |
| Annual return | 14.33% | 22.64%-8.3pp | 1168.45%-1154.1pp | 34.38%-20.1pp |
| Employer contribution / active EE | $643 | $1,210-46.9% | $2,380-73.0% | $2,637-75.6% |
| Participant deferral / active EE | $3,676 | $3,234+13.6% | $3,985-7.8% | $4,528-18.8% |
| Admin fee / account holder | $245 | $551-55.6% | $6,852-96.4% | $348-29.7% |