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 · EIN 84-0467907 | Recordkeeping Fees | $24,677 |
LPL FINANCIAL10+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,399 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: CHASE BENEFIT ADVISORS Service code 13 · EIN 54-1370499 | Contract Administrator | $10,986 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,929 | $62,327-39.1% | $120,354-68.5% | $74,495-49.1% |
| Participation rate | 96.6% | 56.8%+39.8pp | 71.9%+24.7pp | 67.2%+29.4pp |
| Annual return | 10.05% | 18.61%-8.6pp | 107.15%-97.1pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $1,506 | $1,843-18.3% | $3,463-56.5% | $2,623-42.6% |
| Participant deferral / active EE | $2,536 | $2,893-12.3% | $4,991-49.2% | $4,346-41.7% |
| Admin fee / account holder | $169 | $2,396-92.9% | $9,423-98.2% | $1,942-91.3% |