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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,241 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $30,922 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,253 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,868 | $122,239-33.8% | $184,203-56.1% | $74,495+8.6% |
| Participation rate | 91.5% | 85.5%+6.1pp | 86.8%+4.7pp | 67.2%+24.3pp |
| Annual return | 19.39% | 19.95%-0.6pp | 28.81%-9.4pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $1,929 | $4,537-57.5% | $6,427-70.0% | $2,623-26.5% |
| Participant deferral / active EE | $5,927 | $7,139-17.0% | $9,131-35.1% | $4,346+36.4% |
| Admin fee / account holder | $361 | $1,260-71.4% | $13,901-97.4% | $1,942-81.4% |