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 | $25,151 |
LPL FINANCIAL5 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $18,308 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,720 |
SANNAH M BRANDT LLC DBA UPA8+ years Service code 13 3495 PARKWAY AVE · BOZEMAN, MT 59718 | Contract Administrator | $7,356 |
Filed as: LEAFHOUSE FINANCIAL ADVISOR Service code 99 6011 W COURTYARD · AUSTIN, TX 78730 | Other Fees | $7,191 |
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 | $59,136 | $64,707-8.6% | $112,228-47.3% | $68,494-13.7% |
| Participation rate | 94.8% | 67.2%+27.6pp | 75.1%+19.7pp | 67.9%+26.9pp |
| Annual return | -15.85% | -11.40%-4.4pp | 27.45%-43.3pp | -7.84%-8.0pp |
| Employer contribution / active EE | $5,176 | $2,746+88.5% | $3,635+42.4% | $2,596+99.3% |
| Participant deferral / active EE | $4,353 | $3,565+22.1% | $4,728-7.9% | $4,027+8.1% |
| Admin fee / account holder | $440 | $5,232-91.6% | $6,410-93.1% | $5,403-91.9% |