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 FINANCIAL8+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $47,064 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,891 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,304 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,293 | $106,236-56.4% | $112,228-58.8% | $64,808-28.6% |
| Participation rate | 55.7% | 71.7%-15.9pp | 75.1%-19.3pp | 71.5%-15.7pp |
| Annual return | -15.15% | -6.02%-9.1pp | 27.45%-42.6pp | 32.82%-48.0pp |
| Employer contribution / active EE | $1,501 | $3,166-52.6% | $3,635-58.7% | $2,506-40.1% |
| Participant deferral / active EE | $2,400 | $3,785-36.6% | $4,728-49.2% | $4,310-44.3% |
| Admin fee / account holder | $58 | $452-87.1% | $6,410-99.1% | $188-69.0% |