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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,770 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $23,469 |
Service code 13 1110 N MOUNTAIN RD · HARRISBURG, PA 171121752 | Contract Administrator | $9,119 |
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 | $87,835 | $86,944+1.0% | $107,525-18.3% | $74,304+18.2% |
| Participation rate | 96.6% | 59.6%+37.0pp | 75.1%+21.5pp | 60.3%+36.2pp |
| Annual return | 15.33% | 23.52%-8.2pp | 181.32%-166.0pp | 29.43%-14.1pp |
| Employer contribution / active EE | $2,495 | $2,757-9.5% | $3,754-33.5% | $2,241+11.3% |
| Participant deferral / active EE | $7,744 | $3,554+117.9% | $5,116+51.4% | $3,767+105.6% |
| Admin fee / account holder | $357 | $3,727-90.4% | $8,919-96.0% | $2,969-88.0% |