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 FINANCIAL8 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $24,670 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,941 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,085 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,764 | $73,360+19.6% | $177,989-50.7% | $74,495+17.8% |
| Participation rate | 74.8% | 66.6%+8.2pp | 77.1%-2.3pp | 67.2%+7.6pp |
| Annual return | 13.39% | 17.49%-4.1pp | 294.48%-281.1pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $717 | $2,216-67.6% | $3,949-81.8% | $2,623-72.7% |
| Participant deferral / active EE | $3,958 | $4,513-12.3% | $6,276-36.9% | $4,346-8.9% |
| Admin fee / account holder | $345 | $1,808-80.9% | $10,363-96.7% | $1,942-82.3% |