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 | $71,986 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $43,055 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EASH ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,756 |
Service code 99 6737 W WASHINGTON STREET · MILWAUKEE, WI 53214 | Other Fees | $2,400 |
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 | $153,513 | $88,083+74.3% | $164,813-6.9% | $74,495+106.1% |
| Participation rate | 96.7% | 73.0%+23.6pp | 78.6%+18.1pp | 67.2%+29.5pp |
| Annual return | 15.60% | 17.26%-1.7pp | 69.93%-54.3pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $3,753 | $2,593+44.7% | $4,341-13.6% | $2,623+43.1% |
| Participant deferral / active EE | $8,578 | $4,498+90.7% | $6,031+42.2% | $4,346+97.4% |
| Admin fee / account holder | $582 | $2,234-74.0% | $12,690-95.4% | $1,942-70.0% |