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 | $46,594 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $15,454 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,429 |
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 | $38,882 | $86,944-55.3% | $107,525-63.8% | $74,304-47.7% |
| Participation rate | 75.3% | 59.6%+15.8pp | 75.1%+0.2pp | 60.3%+15.0pp |
| Annual return | 13.84% | 23.52%-9.7pp | 181.32%-167.5pp | 29.43%-15.6pp |
| Employer contribution / active EE | $1,649 | $2,757-40.2% | $3,754-56.1% | $2,241-26.4% |
| Participant deferral / active EE | $3,797 | $3,554+6.8% | $5,116-25.8% | $3,767+0.8% |
| Admin fee / account holder | $325 | $3,727-91.3% | $8,919-96.4% | $2,969-89.1% |