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 6-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 LIFE & ANNUITY INSURANCE Service code 64 COMPANY OF NY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,722 |
THE BENEFIT PRACTICE2 years Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $29,031 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $10,519 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,378 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,660 | $52,208-73.8% | $86,612-84.2% | $74,419-81.6% |
| Participation rate | 72.2% | 66.3%+5.9pp | 71.7%+0.5pp | 70.7%+1.5pp |
| Annual return | 11.39% | 44.46%-33.1pp | 591.07%-579.7pp | 34.38%-23.0pp |
| Employer contribution / active EE | $1,751 | $2,282-23.3% | $3,022-42.1% | $2,637-33.6% |
| Participant deferral / active EE | $1,011 | $3,383-70.1% | $4,438-77.2% | $4,528-77.7% |
| Admin fee / account holder | $143 | $319-55.3% | $5,614-97.5% | $348-59.0% |