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 FINANCIAL6 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $51,800 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,456 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,833 | $86,655-22.9% | $119,609-44.1% | $66,914-0.1% |
| Participation rate | 98.8% | 75.6%+23.2pp | 79.3%+19.5pp | 69.8%+29.0pp |
| Annual return | -14.81% | -8.00%-6.8pp | -14.97%+0.2pp | 1.58%-16.4pp |
| Employer contribution / active EE | $4,507 | $2,536+77.7% | $4,232+6.5% | $2,544+77.2% |
| Participant deferral / active EE | $5,375 | $4,358+23.3% | $5,602-4.1% | $4,237+26.9% |
| Admin fee / account holder | $279 | $755-63.0% | $10,323-97.3% | $593-52.9% |