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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,477 |
LPL FINANCIAL6 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $17,587 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,269 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,183 | $69,745-75.4% | $67,511-74.5% | $74,546-76.9% |
| Participation rate | 91.8% | 71.3%+20.5pp | 72.9%+18.9pp | 67.2%+24.6pp |
| Annual return | 9.59% | -40.37%+50.0pp | 3517.41%-3507.8pp | 1366.03%-1356.4pp |
| Employer contribution / active EE | $1,016 | $2,705-62.5% | $2,733-62.8% | $2,624-61.3% |
| Participant deferral / active EE | $2,927 | $3,636-19.5% | $4,000-26.8% | $4,347-32.7% |
| Admin fee / account holder | $185 | $894-79.3% | $3,999-95.4% | $1,944-90.5% |