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 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $62,420 |
Service code 27 494 SYCAMORE AVE STE 100 · SHREWSBURY, NJ 07702 | Advisory (Plan) | $50,423 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $12,222 |
Filed as: NORTHEAST PROFESSIONAL PLANNING GRO Service code 27 · EIN 32-0356844 | Advisory (Plan) | $10,890 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,770 | $106,028-39.9% | $146,958-56.6% | $77,643-17.9% |
| Participation rate | 57.4% | 78.4%-21.0pp | 82.2%-24.8pp | 70.6%-13.2pp |
| Annual return | 22.46% | 56.73%-34.3pp | 418.34%-395.9pp | 31.24%-8.8pp |
| Employer contribution / active EE | $2,809 | $4,063-30.9% | $4,933-43.1% | $2,726+3.1% |
| Participant deferral / active EE | $6,347 | $7,990-20.6% | $8,070-21.4% | $4,647+36.6% |
| Admin fee / account holder | $295 | $337-12.7% | $12,998-97.7% | $430-31.6% |