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 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $91,969 |
LPL FINANCIAL9+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $88,638 |
UNITED PENSION ADMINISTRATION9+ years Service code 13 3495 PARKWAY AVE · BOZEMAN, MT 59718 | Contract Administrator | $19,121 |
Service code 27 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $15,280 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,357 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,445 | $52,090-51.2% | $95,745-73.4% | $80,160-68.3% |
| Participation rate | 69.4% | 67.0%+2.4pp | 72.3%-2.9pp | 72.9%-3.5pp |
| Annual return | 15.80% | 23.29%-7.5pp | 28.35%-12.6pp | 40.38%-24.6pp |
| Employer contribution / active EE | $1,096 | $1,548-29.2% | $2,835-61.3% | $2,978-63.2% |
| Participant deferral / active EE | $2,160 | $3,266-33.9% | $4,245-49.1% | $5,017-57.0% |
| Admin fee / account holder | $145 | $96+51.2% | $5,678-97.4% | $145+0.1% |