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 FINANCIAL5+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $16,803 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,694 | $73,933+7.8% | $96,683-17.6% | $75,163+6.0% |
| Participation rate | 97.4% | 66.4%+31.0pp | 74.3%+23.1pp | 67.2%+30.2pp |
| Annual return | 17.19% | 26.70%-9.5pp | 35.69%-18.5pp | 160.62%-143.4pp |
| Employer contribution / active EE | $7,768 | $2,928+165.3% | $3,737+107.9% | $2,670+191.0% |
| Participant deferral / active EE | $10,599 | $3,659+189.7% | $4,878+117.3% | $4,125+156.9% |
| Admin fee / account holder | $92 | $5,216-98.2% | $6,730-98.6% | $5,651-98.4% |