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 6-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 FINANCIAL4+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $17,416 |
Service code 10 1801 PEACHTREE ST NE STE 300 · ATLANTA, GA 30309 | Accounting | $5,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,818 | $64,707+3.3% | $112,228-40.5% | $68,494-2.4% |
| Participation rate | 91.7% | 67.2%+24.5pp | 75.1%+16.6pp | 67.9%+23.8pp |
| Annual return | -13.77% | -11.40%-2.4pp | 27.45%-41.2pp | -7.84%-5.9pp |
| Employer contribution / active EE | $5,804 | $2,746+111.4% | $3,635+59.7% | $2,596+123.5% |
| Participant deferral / active EE | $9,069 | $3,565+154.4% | $4,728+91.8% | $4,027+125.2% |
| Admin fee / account holder | $130 | $5,232-97.5% | $6,410-98.0% | $5,403-97.6% |