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 5-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $138,672 |
BOON ADMINISTRATIVE SERVICES INC3+ years Service code 13 6300 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $41,521 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $26,342 |
KESTRA INVESTMENT SERVICES LLC3+ years Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $11,023 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,853 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,779 | $34,677-74.7% | $77,024-88.6% | $64,808-86.5% |
| Participation rate | 68.4% | 49.8%+18.6pp | 67.9%+0.5pp | 71.5%-3.1pp |
| Annual return | -21.47% | -5.33%-16.1pp | 42.32%-63.8pp | 32.82%-54.3pp |
| Employer contribution / active EE | $1,579 | $1,370+15.3% | $2,812-43.8% | $2,506-37.0% |
| Participant deferral / active EE | $1,909 | $2,556-25.3% | $4,426-56.9% | $4,310-55.7% |
| Admin fee / account holder | $277 | $179+55.2% | $5,425-94.9% | $188+47.5% |