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 |
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 | $46,464+19.3% | $150,298-63.1% | $79,634-30.4% |
| Participation rate | 81.8% | 57.0%+24.9pp | 77.8%+4.1pp | 62.5%+19.4pp |
| Annual return | 11.42% | 27.89%-16.5pp | 62.79%-51.4pp | 36.46%-25.0pp |
| Employer contribution / active EE | $1,711 | $1,512+13.2% | $4,154-58.8% | $2,529-32.3% |
| Participant deferral / active EE | $3,068 | $2,157+42.2% | $5,453-43.7% | $3,835-20.0% |
| Admin fee / account holder | $146 | $891-83.6% | $14,116-99.0% | $1,002-85.4% |