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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,558 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,424 |
LPL FINANCIAL3 years Filed as: NEXT FINANCIAL GROUP INC Service code 55 11740 KATY FREEWAY STE 600 · HOUSTON, TX 77079 | Other Commissions | $3,954 |
MURPHY ANDERSON PLLC1 year Filed as: MURPHY GAUDREAU HOSKINSON INC. Service code 10 1 TARA BLVD STE LL008 · NASHUA, NH 03062 | Accounting | $2,936 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $860 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,184 | $27,839-70.6% | $58,482-86.0% | $71,457-88.5% |
| Participation rate | 86.7% | 34.5%+52.1pp | 50.9%+35.8pp | 67.9%+18.7pp |
| Annual return | 15.49% | 26.81%-11.3pp | 4239.32%-4223.8pp | 28.85%-13.4pp |
| Employer contribution / active EE | $103 | $631-83.7% | $1,053-90.2% | $2,588-96.0% |
| Participant deferral / active EE | $1,186 | $1,206-1.6% | $1,924-38.3% | $4,289-72.3% |
| Admin fee / account holder | $117 | $1,641-92.9% | $2,516-95.4% | $1,587-92.6% |