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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,352 |
CHERRY BEKAERT LLP2 years Filed as: CHERRY BEKAERT & HOLLAND, LLP Service code 13 222 CENTRAL PARK AVE · VIRGINIA BEACH, VA 23462 | Contract Administrator | $0 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,077 | $60,261-35.2% | $81,783-52.2% | $74,546-47.6% |
| Participation rate | 95.7% | 62.9%+32.8pp | 72.4%+23.3pp | 67.2%+28.5pp |
| Annual return | 17.94% | 16.88%+1.1pp | 775.05%-757.1pp | 1366.03%-1348.1pp |
| Employer contribution / active EE | $3,214 | $2,622+22.6% | $2,913+10.4% | $2,624+22.5% |
| Participant deferral / active EE | $5,678 | $3,388+67.6% | $4,320+31.4% | $4,347+30.6% |
| Admin fee / account holder | $206 | $1,482-86.1% | $7,380-97.2% | $1,944-89.4% |