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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,396 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $21,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,165 | $50,815+175.8% | $155,509-9.9% | $77,643+80.5% |
| Participation rate | 88.1% | 63.1%+25.0pp | 78.2%+10.0pp | 70.6%+17.6pp |
| Annual return | 13.11% | 34.80%-21.7pp | 64.67%-51.6pp | 31.24%-18.1pp |
| Employer contribution / active EE | $3,447 | $1,993+73.0% | $4,672-26.2% | $2,726+26.4% |
| Participant deferral / active EE | $5,015 | $2,822+77.7% | $5,626-10.9% | $4,647+7.9% |
| Admin fee / account holder | $284 | $437-34.9% | $15,912-98.2% | $430-34.0% |