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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,209 |
LPL FINANCIAL6 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $28,974 |
PKF O'CONNOR DAVIES, LLP1 year Service code 10 2 CAMPUS BLVD STE 220 · NEWTON SQUARE, PA 19073 | Accounting | $20,387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $65,723 | $62,624+4.9% | $177,989-63.1% | $77,643-15.4% |
| Participation rate | 49.1% | 66.8%-17.7pp | 77.1%-27.9pp | 70.6%-21.4pp |
| Annual return | 8.10% | 16.16%-8.1pp | 294.48%-286.4pp | 31.24%-23.1pp |
| Employer contribution / active EE | $428 | $1,909-77.6% | $3,949-89.2% | $2,726-84.3% |
| Participant deferral / active EE | $2,414 | $4,219-42.8% | $6,276-61.5% | $4,647-48.0% |
| Admin fee / account holder | $434 | $386+12.5% | $10,363-95.8% | $430+0.8% |