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 9-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 |
|---|---|---|
LPL FINANCIAL3 years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $29,593 |
Service code 13 · EIN 38-2781642 | Contract Administrator | $7,805 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,227 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,944 | $79,184-47.0% | $102,438-59.1% | $74,546-43.7% |
| Participation rate | 50.2% | 74.8%-24.6pp | 76.5%-26.3pp | 67.2%-17.0pp |
| Annual return | 15.55% | 54.95%-39.4pp | 29.37%-13.8pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $1,481 | $2,362-37.3% | $3,024-51.0% | $2,624-43.6% |
| Participant deferral / active EE | $3,334 | $4,414-24.5% | $5,054-34.0% | $4,347-23.3% |
| Admin fee / account holder | $310 | $2,001-84.5% | $9,448-96.7% | $1,944-84.1% |