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 |
|---|---|---|
LPL FINANCIAL4 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $28,496 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,807 |
WC ADMINISTRATORS, LLC4 years Service code 13 6995 UNION PARK CENTER, SUITE 320 · MIDVALE, UT 84047 | Contract Administrator | $17,277 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,225 |
Service code 99 6504 BRIDGE POINT PKWY, SUITE 450 · AUSTIN, TX 787305097 | Other Fees | $7,917 |
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 | $75,015 | $88,634-15.4% | $101,326-26.0% | $74,304+1.0% |
| Participation rate | 92.5% | 76.9%+15.7pp | 81.5%+11.0pp | 60.3%+32.2pp |
| Annual return | 16.85% | 33.10%-16.2pp | 36.82%-20.0pp | 29.43%-12.6pp |
| Employer contribution / active EE | $2,225 | $2,930-24.1% | $3,665-39.3% | $2,241-0.7% |
| Participant deferral / active EE | $5,296 | $7,322-27.7% | $7,994-33.8% | $3,767+40.6% |
| Admin fee / account holder | $307 | $2,425-87.3% | $11,185-97.3% | $2,969-89.7% |