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 | $65,042 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $37,528 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,200 |
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 | $93,369 | $132,049-29.3% | $200,582-53.5% | $74,304+25.7% |
| Participation rate | 94.1% | 84.1%+10.1pp | 86.9%+7.2pp | 60.3%+33.8pp |
| Annual return | 20.87% | 22.22%-1.3pp | 42.33%-21.5pp | 29.43%-8.6pp |
| Employer contribution / active EE | $2,371 | $4,558-48.0% | $6,419-63.1% | $2,241+5.8% |
| Participant deferral / active EE | $6,201 | $7,213-14.0% | $9,331-33.5% | $3,767+64.6% |
| Admin fee / account holder | $434 | $2,405-82.0% | $16,305-97.3% | $2,969-85.4% |