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 6-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 · EIN 47-2534181 | Recordkeeping Fees | $71,246 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $49,584 |
Filed as: THE MANDMARBLESTONE GROUP, LLC Service code 13 · EIN 20-4780677 | Contract Administrator | $14,874 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $2,942 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $124,796 | $79,171+57.6% | $102,423+21.8% | $74,495+67.5% |
| Participation rate | 98.1% | 74.8%+23.3pp | 76.5%+21.6pp | 67.2%+30.9pp |
| Annual return | 11.85% | 54.93%-43.1pp | 29.32%-17.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,959 | $2,362-17.1% | $3,023-35.2% | $2,623-25.3% |
| Participant deferral / active EE | $8,338 | $4,415+88.8% | $5,053+65.0% | $4,346+91.9% |
| Admin fee / account holder | $365 | $2,001-81.7% | $9,451-96.1% | $1,942-81.2% |