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 FINANCIAL5 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $35,430 |
STANCE CAPITAL3 years Filed as: STANCE CAPITAL LLC Service code 27 131 DARTMOUTH ST STE 301 · BOSTON, MA 02116 | Advisory (Plan) | $35,430 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,913 |
THE RETIREMENT ADVANTAGE INC2 years Service code 13 101 E GRAND AVENUE · PORT WASHINGTON, WI 53074 | Contract Administrator | $20,785 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,564 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,968 | $82,202-90.3% | $125,339-93.6% | $64,808-87.7% |
| Participation rate | 92.7% | 77.9%+14.8pp | 82.4%+10.3pp | 71.5%+21.2pp |
| Annual return | -17.06% | 3.48%-20.5pp | 572.05%-589.1pp | 32.82%-49.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,244 | $7,175-68.7% | $7,446-69.9% | $4,310-47.9% |
| Admin fee / account holder | $125 | $163-23.3% | $10,010-98.7% | $188-33.4% |