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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,351 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $39,945 |
Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $4,077 |
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 | $166,500 | $80,724+106.3% | $103,333+61.1% | $74,495+123.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 193.95% | 27.56%+166.4pp | 24.88%+169.1pp | 1364.94%-1171.0pp |
| Employer contribution / active EE | $4,970 | $3,157+57.4% | $3,868+28.5% | $2,623+89.5% |
| Participant deferral / active EE | $9,955 | $3,860+157.9% | $5,057+96.8% | $4,346+129.1% |
| Admin fee / account holder | $393 | $2,368-83.4% | $8,355-95.3% | $1,942-79.7% |