Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,605 |
LPL FINANCIAL8 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $14,863 |
THE RETIREMENT ADVANTAGE INC8 years Service code 99 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Other Fees | $3,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,422 | $64,705+143.3% | $62,929+150.2% | $67,986+131.6% |
| Participation rate | 58.5% | 65.6%-7.1pp | 73.1%-14.6pp | 57.2%+1.3pp |
| Annual return | 11.98% | 20.31%-8.3pp | 1063.93%-1051.9pp | 31.67%-19.7pp |
| Employer contribution / active EE | $3,020 | $2,376+27.1% | $2,505+20.6% | $2,019+49.6% |
| Participant deferral / active EE | $4,817 | $3,198+50.6% | $3,888+23.9% | $3,358+43.4% |
| Admin fee / account holder | $243 | $1,428-83.0% | $5,065-95.2% | $3,203-92.4% |