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 | $18,532 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,829 |
LPL FINANCIAL4 years Filed as: NEXT FINANCIAL GROUP INC Service code 55 11740 KATY FREEWAY STE 600 · HOUSTON, TX 77079 | Other Commissions | $4,716 |
MURPHY ANDERSON PLLC2 years Filed as: MURPHY GAUDREAU HOSKINSON INC. Service code 10 1 TARA BLVD STE LL008 · NASHUA, NH 03062 | Accounting | $3,765 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $1,020 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,106 | $34,934-76.8% | $56,411-85.6% | $74,495-89.1% |
| Participation rate | 79.8% | 32.8%+47.0pp | 52.5%+27.4pp | 67.2%+12.6pp |
| Annual return | 7.90% | 25.94%-18.0pp | 1701.33%-1693.4pp | 1364.94%-1357.0pp |
| Employer contribution / active EE | $89 | $609-85.5% | $1,039-91.5% | $2,623-96.6% |
| Participant deferral / active EE | $1,070 | $1,170-8.6% | $1,952-45.2% | $4,346-75.4% |
| Admin fee / account holder | $133 | $2,364-94.4% | $2,829-95.3% | $1,942-93.2% |