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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,999 |
STRATOS WEALTH PARTNERS3 years Filed as: STRATOS WEALTH PARTNERS, LTD Service code 27 3750 PARK EAST DR STE 200 · BEACHWOOD, OH 44122 | Advisory (Plan) | $29,584 |
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $27,309 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,247 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $111,863 | $101,317+10.4% | $146,958-23.9% | $74,495+50.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 19.04% | 8730.91%-8711.9pp | 418.34%-399.3pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $11,071 | $7,303+51.6% | $8,070+37.2% | $4,346+154.7% |
| Admin fee / account holder | $428 | $1,739-75.4% | $12,998-96.7% | $1,942-78.0% |