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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,095 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $14,170 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,131 | $106,236-77.3% | $112,228-78.5% | $64,808-62.8% |
| Participation rate | 39.1% | 71.7%-32.6pp | 75.1%-36.0pp | 71.5%-32.4pp |
| Annual return | -3.88% | -6.02%+2.1pp | 27.45%-31.3pp | 32.82%-36.7pp |
| Employer contribution / active EE | $758 | $3,166-76.0% | $3,635-79.1% | $2,506-69.7% |
| Participant deferral / active EE | $2,226 | $3,785-41.2% | $4,728-52.9% | $4,310-48.4% |
| Admin fee / account holder | $188 | $452-58.4% | $6,410-97.1% | $1880% |