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 8-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 LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,256 |
LPL FINANCIAL7 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $46,815 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,569 |
Filed as: SIDE BY SIDE FINANCIALS INC. Service code 13 | Contract Administrator | $11,703 |
Filed as: SIDE BY SIDE FINANCIALS INC Service code 13 1670 MCKENDREE CHURCH RD. BLDG 50 · LAWRENCEVILLE, GA 30043 | Contract Administrator | $3,777 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,130 | $106,028-56.5% | $146,958-68.6% | $77,643-40.6% |
| Participation rate | 84.0% | 78.4%+5.6pp | 82.2%+1.8pp | 70.6%+13.4pp |
| Annual return | 33.25% | 56.73%-23.5pp | 418.34%-385.1pp | 31.24%+2.0pp |
| Employer contribution / active EE | $2,848 | $4,063-29.9% | $4,933-42.3% | $2,726+4.5% |
| Participant deferral / active EE | $6,863 | $7,990-14.1% | $8,070-15.0% | $4,647+47.7% |
| Admin fee / account holder | $392 | $337+16.0% | $12,998-97.0% | $430-9.0% |