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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,729 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $20,157 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,434 | $50,982+8.7% | $154,803-64.2% | $85,563-35.2% |
| Participation rate | 81.8% | 59.8%+22.1pp | 78.1%+3.8pp | 66.0%+15.9pp |
| Annual return | 11.42% | 30.35%-18.9pp | 58.88%-47.5pp | 31.51%-20.1pp |
| Employer contribution / active EE | $1,711 | $1,708+0.2% | $4,305-60.3% | $2,654-35.5% |
| Participant deferral / active EE | $3,068 | $2,474+24.0% | $5,540-44.6% | $4,375-29.9% |
| Admin fee / account holder | $146 | $846-82.7% | $14,329-99.0% | $834-82.4% |