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 8-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 P.O.BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $37,088 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,378 |
T. E. LOTT AND COMPANY2 years Filed as: T. E. LOTT AND COMPANY, P.A. Service code 13 221 7TH STREET NORTH · COLUMBUS, MS 39703 | Contract Administrator | $3,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,665 | $79,171-18.3% | $102,423-36.9% | $74,495-13.2% |
| Participation rate | 85.2% | 74.8%+10.4pp | 76.5%+8.7pp | 67.2%+18.0pp |
| Annual return | 12.64% | 54.93%-42.3pp | 29.32%-16.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,038 | $2,362-13.7% | $3,023-32.6% | $2,623-22.3% |
| Participant deferral / active EE | $4,151 | $4,415-6.0% | $5,053-17.8% | $4,346-4.5% |
| Admin fee / account holder | $225 | $2,001-88.7% | $9,451-97.6% | $1,942-88.4% |