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 | $76,320 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $46,238 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EASH ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,368 |
Service code 99 6737 W WASHINGTON STREET · MILWAUKEE, WI 53214 | Other Fees | $2,550 |
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 | $167,286 | $96,484+73.4% | $156,263+7.1% | $74,304+125.1% |
| Participation rate | 98.1% | 67.7%+30.5pp | 78.9%+19.2pp | 60.3%+37.8pp |
| Annual return | 13.44% | 17.73%-4.3pp | 59.47%-46.0pp | 29.43%-16.0pp |
| Employer contribution / active EE | $4,125 | $2,528+63.2% | $4,333-4.8% | $2,241+84.1% |
| Participant deferral / active EE | $9,567 | $4,286+123.2% | $6,158+55.3% | $3,767+153.9% |
| Admin fee / account holder | $632 | $3,728-83.1% | $14,255-95.6% | $2,969-78.7% |