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 FINANCIAL7 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $55,262 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,536 |
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 | $72,637 | $82,978-12.5% | $129,995-44.1% | $71,457+1.7% |
| Participation rate | 87.8% | 74.1%+13.7pp | 78.5%+9.3pp | 67.9%+19.8pp |
| Annual return | 15.85% | 20.60%-4.8pp | -137.18%+153.0pp | 28.85%-13.0pp |
| Employer contribution / active EE | $4,279 | $2,622+63.2% | $4,320-0.9% | $2,588+65.4% |
| Participant deferral / active EE | $5,886 | $4,432+32.8% | $5,820+1.1% | $4,289+37.3% |
| Admin fee / account holder | $270 | $1,729-84.4% | $10,614-97.5% | $1,587-83.0% |