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 |
|---|---|---|
CHERRY BEKAERT LLP11+ years Service code 13 · EIN 56-0574444 | Contract Administrator | $56,504 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $8,873 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 47-2534181 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,609 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $382,017 | $50,982+649.3% | $154,803+146.8% | $85,563+346.5% |
| Participation rate | 77.0% | 59.8%+17.2pp | 78.1%-1.0pp | 66.0%+11.1pp |
| Annual return | 11.92% | 30.35%-18.4pp | 58.88%-47.0pp | 31.51%-19.6pp |
| Employer contribution / active EE | $6,701 | $1,708+292.3% | $4,305+55.6% | $2,654+152.5% |
| Participant deferral / active EE | $14,556 | $2,474+488.3% | $5,540+162.7% | $4,375+232.7% |
| Admin fee / account holder | $11 | $846-98.6% | $14,329-99.9% | $834-98.6% |