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 | $30,303 |
THE BENEFIT PRACTICE3 years Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $25,713 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $13,133 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,893 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,869 | $65,908-80.5% | $81,812-84.3% | $77,643-83.4% |
| Participation rate | 46.2% | 65.8%-19.6pp | 72.3%-26.1pp | 70.6%-24.3pp |
| Annual return | 10.20% | 26.64%-16.4pp | 773.79%-763.6pp | 31.24%-21.0pp |
| Employer contribution / active EE | $1,994 | $2,370-15.9% | $2,912-31.5% | $2,726-26.8% |
| Participant deferral / active EE | $1,038 | $3,505-70.4% | $4,319-76.0% | $4,647-77.7% |
| Admin fee / account holder | $154 | $526-70.7% | $7,386-97.9% | $430-64.2% |