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 INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,269 |
LINCOLN NATIONAL CORPORATION8+ years Filed as: LINCOLN FINANCIAL SECURITIES Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $16,722 |
ARNOLD & KADJAN3 years Filed as: ARNOLD LUMBER CO Service code 25 251 FAIRGROUNDS RD · WEST KINGSTOWN, RI 02892 | Directed Trustee | $12,750 |
Service code 99 6504 BRIDGE POINT PKWY, STE 450 · AUSTIN, TX 78730 | Other Fees | $5,768 |
TD AMERITRADE, INC.3 years Service code 33 200 S. 108TH AVE · OMAHA, NE 68154 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $66,004 | $86,655-23.8% | $119,609-44.8% | $66,914-1.4% |
| Participation rate | 60.3% | 75.6%-15.3pp | 79.3%-19.0pp | 69.8%-9.5pp |
| Annual return | -14.29% | -8.00%-6.3pp | -14.97%+0.7pp | 1.58%-15.9pp |
| Employer contribution / active EE | $614 | $2,536-75.8% | $4,232-85.5% | $2,544-75.9% |
| Participant deferral / active EE | $3,920 | $4,358-10.0% | $5,602-30.0% | $4,237-7.5% |
| Admin fee / account holder | $283 | $755-62.5% | $10,323-97.3% | $593-52.3% |