Filed September 9, 2021
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 FINANCIAL9+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Commissions | $51,580 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,048 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $590 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,143 | $34,934+95.1% | $56,411+20.8% | $74,495-8.5% |
| Participation rate | 63.3% | 32.8%+30.5pp | 52.5%+10.9pp | 67.2%-3.9pp |
| Annual return | 11.17% | 25.94%-14.8pp | 1701.33%-1690.2pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,339 | $609+119.8% | $1,039+28.9% | $2,623-49.0% |
| Participant deferral / active EE | $4,017 | $1,170+243.2% | $1,952+105.8% | $4,346-7.6% |
| Admin fee / account holder | $9 | $2,364-99.6% | $2,829-99.7% | $1,942-99.6% |