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 Filed as: FINANCIAL ADVOCATES INVESTMENT MANA Service code 27 1601 COOPER POINT RD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $70,695 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $42,203 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,823 |
Service code 10 3150 ALMADEN EXPY #105 · SAN JOSE, CA 95118 | Accounting | $5,147 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,011 | $80,724-18.2% | $103,333-36.1% | $74,495-11.4% |
| Participation rate | 96.4% | 65.7%+30.7pp | 74.5%+21.8pp | 67.2%+29.2pp |
| Annual return | 10.58% | 27.56%-17.0pp | 24.88%-14.3pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,104 | $3,157-65.0% | $3,868-71.5% | $2,623-57.9% |
| Participant deferral / active EE | $4,150 | $3,860+7.5% | $5,057-17.9% | $4,346-4.5% |
| Admin fee / account holder | $415 | $2,368-82.5% | $8,355-95.0% | $1,942-78.6% |