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 FINANCIAL1 year Filed as: FINANCIAL ADVOCATES INVESTMENT Service code 27 1601 COOPER POINT RD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $55,845 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $45,740 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,850 | $55,416+35.1% | $75,972-1.5% | $77,643-3.6% |
| Participation rate | 50.2% | 63.6%-13.4pp | 69.1%-18.9pp | 70.6%-20.4pp |
| Annual return | 13.19% | 17.07%-3.9pp | 359.55%-346.4pp | 31.24%-18.0pp |
| Employer contribution / active EE | $815 | $1,788-54.4% | $2,685-69.7% | $2,726-70.1% |
| Participant deferral / active EE | $2,504 | $3,447-27.4% | $4,255-41.2% | $4,647-46.1% |
| Admin fee / account holder | $227 | $414-45.1% | $6,467-96.5% | $430-47.2% |