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 |
|---|---|---|
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $18,078 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,693 |
ERP RETIREMENT SERVICES3 years Filed as: ERP NATIONAL LLC DBA ERP RETIREMENT Service code 13 · EIN 84-2409366 135 PINELAWN RD STE 130 S · MELVILLE, NY 11747 | Contract Administrator | $4,903 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $188 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,733 | $80,717-23.5% | $154,803-60.1% | $84,808-27.2% |
| Participation rate | 83.6% | 66.8%+16.8pp | 78.1%+5.5pp | 68.3%+15.3pp |
| Annual return | 13.56% | 37.96%-24.4pp | 58.88%-45.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,658 | $2,761-3.7% | $4,305-38.3% | $2,631+1.0% |
| Participant deferral / active EE | $5,001 | $3,303+51.4% | $5,540-9.7% | $4,212+18.7% |
| Admin fee / account holder | $273 | $6,746-96.0% | $14,329-98.1% | $7,344-96.3% |