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 Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $77,169 |
LPL FINANCIAL10+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $36,152 |
SUEMORI & INOUYE, INC.2 years Filed as: SUEMORI & INOUYE INC SI GROUP CERTI Service code 13 · EIN 99-0242337 | Contract Administrator | $13,291 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $4,361 |
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 | $133,196 | $59,417+124.2% | $93,606+42.3% | $74,495+78.8% |
| Participation rate | 75.8% | 59.7%+16.1pp | 68.7%+7.0pp | 67.2%+8.6pp |
| Annual return | 11.23% | 81.83%-70.6pp | 133.20%-122.0pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $1,071 | $1,264-15.2% | $2,420-55.7% | $2,623-59.2% |
| Participant deferral / active EE | $3,705 | $3,050+21.5% | $4,411-16.0% | $4,346-14.8% |
| Admin fee / account holder | $862 | $3,021-71.5% | $8,285-89.6% | $1,942-55.6% |