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 FINANCIAL7+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $23,517 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,356 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,591 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,701 | $84,487+35.8% | $125,339-8.5% | $66,914+71.4% |
| Participation rate | 97.1% | 76.4%+20.7pp | 82.4%+14.8pp | 69.8%+27.3pp |
| Annual return | -16.87% | -8.39%-8.5pp | 572.05%-588.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $4,672 | $3,553+31.5% | $4,814-2.9% | $2,544+83.6% |
| Participant deferral / active EE | $11,026 | $6,781+62.6% | $7,446+48.1% | $4,237+160.2% |
| Admin fee / account holder | $265 | $685-61.4% | $10,010-97.4% | $593-55.4% |