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 |
|---|---|---|
LPL FINANCIAL1 year Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $44,062 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,823 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,820 |
TRUOG-RYDING COMPANY, INC.7 years Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $980 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,131 | $86,655-2.9% | $119,609-29.7% | $66,914+25.7% |
| Participation rate | 95.2% | 75.6%+19.6pp | 79.3%+15.9pp | 69.8%+25.4pp |
| Annual return | -14.98% | -8.00%-7.0pp | -14.97%0pp | 1.58%-16.6pp |
| Employer contribution / active EE | $2,857 | $2,536+12.7% | $4,232-32.5% | $2,544+12.3% |
| Participant deferral / active EE | $9,914 | $4,358+127.5% | $5,602+77.0% | $4,237+134.0% |
| Admin fee / account holder | $393 | $755-47.9% | $10,323-96.2% | $593-33.7% |