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 FINANCIAL3 years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $50,204 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,884 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,388 |
TRUOG-RYDING COMPANY, INC.9 years Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $6,013 |
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 | $98,869 | $88,083+12.2% | $164,813-40.0% | $74,495+32.7% |
| Participation rate | 98.3% | 73.0%+25.2pp | 78.6%+19.7pp | 67.2%+31.1pp |
| Annual return | 13.22% | 17.26%-4.0pp | 69.93%-56.7pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $2,069 | $2,593-20.2% | $4,341-52.3% | $2,623-21.1% |
| Participant deferral / active EE | $7,657 | $4,498+70.2% | $6,031+27.0% | $4,346+76.2% |
| Admin fee / account holder | $449 | $2,234-79.9% | $12,690-96.5% | $1,942-76.9% |