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 |
|---|---|---|
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 78730 | Advisory (Plan) | $17,012 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,896 |
LPL FINANCIAL8 years Filed as: NEXT FINANCIAL GROUP INC Service code 55 11740 KATY FREEWAY STE 600 · HOUSTON, TX 77079 | Other Commissions | $13,416 |
THE ANGELL PENSION GROUP, INC.11+ years Service code 13 | Contract Administrator | $10,000 |
Filed as: LITMAN GERSON ASSOCIATES LLP DBA LG Service code 10 500 W CUMMING PARK STE 5650 · WOBURN, MA 01801 | Accounting | $8,000 |
LPL FINANCIAL11+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $4,472 |
THE ANGELL PENSION GROUP, INC.11+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $2,996 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,766 | $95,880+45.8% | $107,525+30.0% | $85,563+63.3% |
| Participation rate | 76.3% | 70.1%+6.2pp | 75.1%+1.2pp | 66.0%+10.4pp |
| Annual return | 14.63% | 68.06%-53.4pp | 181.32%-166.7pp | 31.51%-16.9pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $3,754-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $7,609 | $4,201+81.1% | $5,116+48.7% | $4,375+73.9% |
| Admin fee / account holder | $55 | $1,025-94.6% | $8,919-99.4% | $834-93.4% |