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 | $33,260 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Commissions | $15,933 |
Service code 13 494 SYCAMORE AVE · SHREWSBURY, NJ 07702 | Contract Administrator | $3,889 |
Filed as: EMPOWER ADVISTORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,175 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,911 | $49,915-14.0% | $154,803-72.3% | $74,304-42.3% |
| Participation rate | 44.3% | 54.0%-9.6pp | 78.1%-33.7pp | 60.3%-16.0pp |
| Annual return | 11.33% | 34.06%-22.7pp | 58.88%-47.6pp | 29.43%-18.1pp |
| Employer contribution / active EE | $473 | $1,611-70.7% | $4,305-89.0% | $2,241-78.9% |
| Participant deferral / active EE | $2,016 | $2,255-10.6% | $5,540-63.6% | $3,767-46.5% |
| Admin fee / account holder | $359 | $2,189-83.6% | $14,329-97.5% | $2,969-87.9% |