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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $81,394 |
LPL FINANCIAL6 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $34,221 |
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 | $69,991 | $49,451+41.5% | $79,550-12.0% | $66,914+4.6% |
| Participation rate | 75.3% | 61.3%+14.0pp | 69.5%+5.8pp | 69.8%+5.5pp |
| Annual return | -12.35% | 84.25%-96.6pp | 0.16%-12.5pp | 1.58%-13.9pp |
| Employer contribution / active EE | $964 | $1,266-23.8% | $2,413-60.1% | $2,544-62.1% |
| Participant deferral / active EE | $3,830 | $3,159+21.3% | $3,985-3.9% | $4,237-9.6% |
| Admin fee / account holder | $430 | $595-27.8% | $6,832-93.7% | $593-27.6% |