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 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $44,046 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,142 | $79,171+114.9% | $102,423+66.1% | $74,495+128.4% |
| Participation rate | 91.5% | 74.8%+16.7pp | 76.5%+15.0pp | 67.2%+24.3pp |
| Annual return | 14.50% | 54.93%-40.4pp | 29.32%-14.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $3,303 | $2,362+39.8% | $3,023+9.3% | $2,623+25.9% |
| Participant deferral / active EE | $10,397 | $4,415+135.5% | $5,053+105.8% | $4,346+139.2% |
| Admin fee / account holder | $192 | $2,001-90.4% | $9,451-98.0% | $1,942-90.1% |