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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75,897 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $22,284 |
MANN ASSOCIATES, INC.1 year Filed as: MANN EYE CENTER PA Service code 99 2316 TIMBER SHADOWS DR STE 208 · KINGWOOD, TX 77339 | Other Fees | $20,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $172 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,816 | $47,126+12.1% | $149,673-64.7% | $74,419-29.0% |
| Participation rate | 97.3% | 63.4%+33.9pp | 78.8%+18.6pp | 70.7%+26.6pp |
| Annual return | 17.82% | 22.75%-4.9pp | 134.42%-116.6pp | 34.38%-16.6pp |
| Employer contribution / active EE | $1,640 | $1,905-13.9% | $4,818-66.0% | $2,637-37.8% |
| Participant deferral / active EE | $4,041 | $2,728+48.2% | $5,680-28.8% | $4,528-10.7% |
| Admin fee / account holder | $200 | $343-41.5% | $13,210-98.5% | $348-42.4% |