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 INS. CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $141,446 |
BOON ADMINISTRATIVE SERVICES INC4+ years Service code 13 6300 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $32,435 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $25,377 |
KESTRA INVESTMENT SERVICES LLC4+ years Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $9,960 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,997 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $10,371 | $40,385-74.3% | $80,569-87.1% | $74,419-86.1% |
| Participation rate | 42.3% | 47.4%-5.1pp | 67.0%-24.7pp | 70.7%-28.4pp |
| Annual return | 9.43% | 164.85%-155.4pp | 935.43%-926.0pp | 34.38%-24.9pp |
| Employer contribution / active EE | $804 | $1,496-46.2% | $2,723-70.5% | $2,637-69.5% |
| Participant deferral / active EE | $1,172 | $2,674-56.2% | $4,447-73.6% | $4,528-74.1% |
| Admin fee / account holder | $430 | $720-40.3% | $5,377-92.0% | $348+23.6% |