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 | $34,033 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $14,274 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,499 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,487 | $92,971-60.8% | $96,683-62.3% | $74,419-51.0% |
| Participation rate | 38.3% | 71.5%-33.2pp | 74.3%-36.0pp | 70.7%-32.4pp |
| Annual return | 40.85% | 37.49%+3.4pp | 35.69%+5.2pp | 34.38%+6.5pp |
| Employer contribution / active EE | $692 | $3,426-79.8% | $3,737-81.5% | $2,637-73.8% |
| Participant deferral / active EE | $2,138 | $3,970-46.1% | $4,878-56.2% | $4,528-52.8% |
| Admin fee / account holder | $234 | $633-63.1% | $6,730-96.5% | $348-32.8% |