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 FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $20,001 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,342 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWODD VILLAGE, CO 80111 | Investment Management | $957 |
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 | $23,815 | $65,390-63.6% | $169,368-85.9% | $71,457-66.7% |
| Participation rate | 88.8% | 67.0%+21.8pp | 77.1%+11.6pp | 67.9%+20.8pp |
| Annual return | 16.47% | 21.31%-4.8pp | 405.60%-389.1pp | 28.85%-12.4pp |
| Employer contribution / active EE | $1,594 | $2,079-23.3% | $4,013-60.3% | $2,588-38.4% |
| Participant deferral / active EE | $4,245 | $4,367-2.8% | $6,221-31.8% | $4,289-1.0% |
| Admin fee / account holder | $146 | $1,324-89.0% | $9,003-98.4% | $1,587-90.8% |