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 9-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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,482 |
LPL FINANCIAL1 year Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $9,828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,890 | $82,664-32.4% | $125,339-55.4% | $68,494-18.4% |
| Participation rate | 53.1% | 75.0%-21.9pp | 82.4%-29.2pp | 67.9%-14.8pp |
| Annual return | -16.60% | -5.97%-10.6pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,616 | $3,381-52.2% | $4,814-66.4% | $2,596-37.7% |
| Participant deferral / active EE | $4,039 | $6,110-33.9% | $7,446-45.8% | $4,027+0.3% |
| Admin fee / account holder | $488 | $6,275-92.2% | $10,010-95.1% | $5,403-91.0% |