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 FINANCIAL9 years Filed as: FINANCIAL ADVOCATES INVESTMENT MANA Service code 27 1601 COOPER POINT RD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $84,354 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $43,741 |
SILICON VALLEY ACCOUNTANCY CORP10+ years Service code 10 3150 ALMADEN EXPY #105 · SAN JOSE, CA 95118 | Accounting | $23,436 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $73,442 | $62,544+17.4% | $129,295-43.2% | $199,768-63.2% |
| Participation rate | 22.6% | 56.8%-34.2pp | 69.6%-47.0pp | 72.0%-49.4pp |
| Annual return | 85.65% | 16.95%+68.7pp | 9429.28%-9343.6pp | 34.26%+51.4pp |
| Employer contribution / active EE | $6 | $2,394-99.8% | $4,157-99.9% | $3,037-99.8% |
| Participant deferral / active EE | $1,589 | $3,123-49.1% | $4,169-61.9% | $5,090-68.8% |
| Admin fee / account holder | $233 | $167+39.7% | $7,665-97.0% | $269-13.3% |