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 FINANCIAL2 years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $44,532 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,199 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,734 |
TRUOG-RYDING COMPANY, INC.8 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 | $90,800 | $82,978+9.4% | $129,995-30.2% | $71,457+27.1% |
| Participation rate | 98.3% | 74.1%+24.3pp | 78.5%+19.8pp | 67.9%+30.4pp |
| Annual return | 14.78% | 20.60%-5.8pp | -137.18%+152.0pp | 28.85%-14.1pp |
| Employer contribution / active EE | $2,482 | $2,622-5.3% | $4,320-42.5% | $2,588-4.1% |
| Participant deferral / active EE | $8,804 | $4,432+98.7% | $5,820+51.3% | $4,289+105.3% |
| Admin fee / account holder | $387 | $1,729-77.6% | $10,614-96.4% | $1,587-75.6% |