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 FINANCIAL3+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $19,172 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,623 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,006 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,769 | $77,813+26.9% | $123,544-20.1% | $64,186+53.9% |
| Participation rate | 98.7% | 74.7%+24.0pp | 82.3%+16.4pp | 69.6%+29.1pp |
| Annual return | -3.60% | 12.48%-16.1pp | 119.20%-122.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $4,677 | $3,014+55.2% | $4,628+1.1% | $2,381+96.4% |
| Participant deferral / active EE | $11,468 | $5,240+118.9% | $6,426+78.5% | $3,470+230.5% |
| Admin fee / account holder | $284 | $5,519-94.8% | $9,284-96.9% | $4,888-94.2% |