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 FINANCIAL7 years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $22,644 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGO, CO 80111 | Recordkeeping Fees | $11,484 |
Service code 13 · EIN 38-2781642 15 CAPITAL AVENUE NE SUITE 225 · BATTLE CREEK, MI 49017 | Contract Administrator | $6,119 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,446 | $79,171-33.8% | $102,423-48.8% | $74,495-29.6% |
| Participation rate | 94.4% | 74.8%+19.6pp | 76.5%+17.9pp | 67.2%+27.2pp |
| Annual return | 13.11% | 54.93%-41.8pp | 29.32%-16.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $2,442 | $2,362+3.4% | $3,023-19.2% | $2,623-6.9% |
| Participant deferral / active EE | $5,140 | $4,415+16.4% | $5,053+1.7% | $4,346+18.3% |
| Admin fee / account holder | $302 | $2,001-84.9% | $9,451-96.8% | $1,942-84.4% |