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 AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,290 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $35,200 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EASH ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,786 |
Service code 99 6737 W WASHINGTON STREET · MILWAUKEE, WI 53214 | Other Fees | $2,025 |
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 | $159,930 | $82,978+92.7% | $129,995+23.0% | $71,457+123.8% |
| Participation rate | 90.2% | 74.1%+16.1pp | 78.5%+11.7pp | 67.9%+22.3pp |
| Annual return | 19.25% | 20.60%-1.3pp | -137.18%+156.4pp | 28.85%-9.6pp |
| Employer contribution / active EE | $3,330 | $2,622+27.0% | $4,320-22.9% | $2,588+28.7% |
| Participant deferral / active EE | $8,288 | $4,432+87.0% | $5,820+42.4% | $4,289+93.2% |
| Admin fee / account holder | $519 | $1,729-70.0% | $10,614-95.1% | $1,587-67.3% |