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 | $87,870-47.7% | $113,168-59.4% | $74,304-38.2% |
| Participation rate | 78.9% | 70.7%+8.2pp | 76.6%+2.3pp | 60.3%+18.6pp |
| Annual return | 16.11% | 26.44%-10.3pp | 24.27%-8.2pp | 29.43%-13.3pp |
| Employer contribution / active EE | $1,842 | $2,277-19.1% | $2,975-38.1% | $2,241-17.8% |
| Participant deferral / active EE | $2,864 | $4,241-32.5% | $5,107-43.9% | $3,767-24.0% |
| Admin fee / account holder | $481 | $3,368-85.7% | $12,068-96.0% | $2,969-83.8% |