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 CO Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $73,279 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 16 · EIN 04-3046611 | Consulting | $33,731 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $4,091 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $87,161 | $54,701+59.3% | $86,188+1.1% | $71,457+22.0% |
| Participation rate | 81.2% | 60.1%+21.1pp | 69.0%+12.3pp | 67.9%+13.3pp |
| Annual return | 11.46% | 20.06%-8.6pp | 1168.45%-1157.0pp | 28.85%-17.4pp |
| Employer contribution / active EE | $943 | $1,265-25.5% | $2,380-60.4% | $2,588-63.6% |
| Participant deferral / active EE | $3,793 | $3,108+22.0% | $3,985-4.8% | $4,289-11.6% |
| Admin fee / account holder | $529 | $1,922-72.5% | $6,852-92.3% | $1,587-66.7% |