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 LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $97,148 |
EMPIRE ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $60,450 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL, LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $50,097 |
Service code 13 435 NEW KARNER ROAD CONCORD STREET · ALBANY, NY 12205 | Contract Administrator | $50,048 |
Filed as: PRIVATE ADVISORS GROUP, LLC Service code 27 65 MADISON AVENUE, SUITE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $14,781 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,441 | $54,193-42.0% | $93,606-66.4% | $77,643-59.5% |
| Participation rate | 85.2% | 63.9%+21.3pp | 68.7%+16.5pp | 70.6%+14.6pp |
| Annual return | 11.48% | 30.54%-19.1pp | 133.20%-121.7pp | 31.24%-19.8pp |
| Employer contribution / active EE | $691 | $1,168-40.8% | $2,420-71.4% | $2,726-74.7% |
| Participant deferral / active EE | $3,743 | $3,144+19.1% | $4,411-15.2% | $4,647-19.5% |
| Admin fee / account holder | $264 | $576-54.1% | $8,285-96.8% | $430-38.6% |