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 |
|---|---|---|
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $23,452 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,703 |
WIPFLI LLP5 years Service code 13 · EIN 39-0758449 | Contract Administrator | $4,992 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,885 | $65,435+23.6% | $86,677-6.7% | $66,914+20.9% |
| Participation rate | 94.6% | 75.5%+19.2pp | 76.6%+18.0pp | 69.8%+24.8pp |
| Annual return | -16.94% | -10.89%-6.1pp | 35.91%-52.8pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,860 | $2,153-13.6% | $2,836-34.4% | $2,544-26.9% |
| Participant deferral / active EE | $6,823 | $4,100+66.4% | $4,656+46.6% | $4,237+61.0% |
| Admin fee / account holder | $340 | $642-46.9% | $7,493-95.5% | $593-42.6% |