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 RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,280 |
ATA, PC2 years Service code 13 624 E REELFOOT AVE · UNION CITY, TN 38261 | Contract Administrator | $27,217 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 | Other Commissions | $26,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,302 |
LPL FINANCIAL2 years Service code 55 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,937 | $85,515-46.3% | $112,040-59.0% | $67,986-32.4% |
| Participation rate | 78.9% | 68.2%+10.7pp | 76.5%+2.4pp | 57.2%+21.7pp |
| Annual return | 16.11% | 29.68%-13.6pp | 24.52%-8.4pp | 31.67%-15.6pp |
| Employer contribution / active EE | $1,842 | $2,191-15.9% | $2,954-37.6% | $2,019-8.8% |
| Participant deferral / active EE | $2,864 | $4,014-28.7% | $5,098-43.8% | $3,358-14.7% |
| Admin fee / account holder | $481 | $3,774-87.2% | $12,098-96.0% | $3,203-85.0% |