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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $115,893 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $52,956 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,463 |
Employer contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,782 | $98,727-83.0% | $113,168-85.2% | $85,563-80.4% |
| Participation rate | 97.5% | 80.8%+16.6pp | 76.6%+20.9pp | 66.0%+31.5pp |
| Annual return | 15.36% | 17.43%-2.1pp | 24.27%-8.9pp | 31.51%-16.2pp |
| Employer contribution / active EE | $416 | $2,907-85.7% | $2,975-86.0% | $2,654-84.3% |
| Participant deferral / active EE | $3,475 | $5,424-35.9% | $5,107-32.0% | $4,375-20.6% |
| Admin fee / account holder | $213 | $357-40.3% | $12,068-98.2% | $834-74.5% |