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 FINANCIAL5 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $26,717 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,292 |
METRO BENEFITS, INC.1 year Filed as: METRO BENEFITS INC Service code 13 8150 PERRY HWY · PITTSBURGH, PA 15237 | Contract Administrator | $9,100 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,933 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,486 | $47,126-69.3% | $149,673-90.3% | $74,419-80.5% |
| Participation rate | 95.5% | 63.4%+32.1pp | 78.8%+16.8pp | 70.7%+24.8pp |
| Annual return | 11.82% | 22.75%-10.9pp | 134.42%-122.6pp | 34.38%-22.6pp |
| Employer contribution / active EE | $521 | $1,905-72.7% | $4,818-89.2% | $2,637-80.3% |
| Participant deferral / active EE | $1,817 | $2,728-33.4% | $5,680-68.0% | $4,528-59.9% |
| Admin fee / account holder | $175 | $343-49.1% | $13,210-98.7% | $348-49.8% |