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 FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $47,068 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,395 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $891 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,232 | $65,908+43.0% | $81,812+15.2% | $77,643+21.4% |
| Participation rate | 71.4% | 65.8%+5.6pp | 72.3%-1.0pp | 70.6%+0.8pp |
| Annual return | 18.01% | 26.64%-8.6pp | 773.79%-755.8pp | 31.24%-13.2pp |
| Employer contribution / active EE | $1,805 | $2,370-23.8% | $2,912-38.0% | $2,726-33.8% |
| Participant deferral / active EE | $6,212 | $3,505+77.2% | $4,319+43.8% | $4,647+33.7% |
| Admin fee / account holder | $147 | $526-72.1% | $7,386-98.0% | $430-65.9% |