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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,400 |
LPL FINANCIAL7 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $22,772 |
Service code 13 ONE RAYMOND DRIVE - SUITE 7 · HAVERTOWN, PA 19083 | Contract Administrator | $6,490 |
Filed as: THE MANDMARBLESTONE GROUP Service code 13 | Contract Administrator | $4,178 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,680 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,508 | $79,944-50.6% | $98,439-59.9% | $75,163-47.4% |
| Participation rate | 98.6% | 70.4%+28.3pp | 75.2%+23.5pp | 67.2%+31.5pp |
| Annual return | 16.86% | 19.75%-2.9pp | 21.16%-4.3pp | 160.62%-143.8pp |
| Employer contribution / active EE | $2,928 | $2,264+29.4% | $3,048-3.9% | $2,670+9.7% |
| Participant deferral / active EE | $4,504 | $3,752+20.1% | $4,738-4.9% | $4,125+9.2% |
| Admin fee / account holder | $212 | $6,840-96.9% | $8,948-97.6% | $5,651-96.2% |