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 5-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 |
|---|---|---|
LPL FINANCIAL4 years Filed as: FINANCIAL ADVOCATES INVESTMENT MANA Service code 27 1601 COOPER POINT RD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $368,228 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $147,368 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $96,259 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $22,050 |
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 | $216,907 | $45,031+381.7% | $84,966+155.3% | $77,643+179.4% |
| Participation rate | 99.0% | 48.7%+50.4pp | 67.5%+31.5pp | 70.6%+28.5pp |
| Annual return | 13.25% | 79.22%-66.0pp | 66.38%-53.1pp | 31.24%-18.0pp |
| Employer contribution / active EE | $7,169 | $1,609+345.5% | $2,727+162.9% | $2,726+163.0% |
| Participant deferral / active EE | $7,414 | $2,807+164.1% | $4,519+64.0% | $4,647+59.5% |
| Admin fee / account holder | $667 | $912-26.8% | $6,149-89.1% | $430+55.1% |