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 | $26,969 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $6,359 |
Filed as: PURSHE KAPLAN STERLING INV INC Service code 55 18 CORPORATE WOODS BLVD · ALBANY, NY 12211 | Other Commissions | $3,072 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Other Fees | $1,750 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,305 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,537 | $55,472-70.2% | $155,567-89.4% | $74,546-77.8% |
| Participation rate | 61.0% | 61.9%-0.9pp | 78.2%-17.2pp | 67.2%-6.2pp |
| Annual return | 11.74% | 268.72%-257.0pp | 64.74%-53.0pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $197 | $2,269-91.3% | $4,674-95.8% | $2,624-92.5% |
| Participant deferral / active EE | $1,461 | $2,838-48.5% | $5,628-74.0% | $4,347-66.4% |
| Admin fee / account holder | $167 | $1,743-90.4% | $15,916-99.0% | $1,944-91.4% |