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 FINANCIAL6 years Service code 27 · EIN 95-2834236 9785 TOWNE CENTRE DR. · SAN DIEGO, CA 92121 | Advisory (Plan) | $47,996 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,668 |
APA BENEFITS, INC.6 years Service code 13 · EIN 82-0341397 8899 S. 700 E., STE. 225 · SANDY, UT 84070 | Contract Administrator | $3,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,563 | $89,248+0.4% | $136,007-34.1% | $74,546+20.1% |
| Participation rate | 87.1% | 69.4%+17.6pp | 76.5%+10.6pp | 67.2%+19.9pp |
| Annual return | 14.64% | 22.76%-8.1pp | 579.32%-564.7pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $3,603 | $2,838+27.0% | $4,215-14.5% | $2,624+37.3% |
| Participant deferral / active EE | $7,388 | $4,598+60.7% | $7,024+5.2% | $4,347+69.9% |
| Admin fee / account holder | $269 | $1,545-82.6% | $6,858-96.1% | $1,944-86.2% |