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 FINANCIAL9+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $50,394 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,336 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,490 |
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 | $50,477 | $92,971-45.7% | $96,683-47.8% | $74,419-32.2% |
| Participation rate | 49.8% | 71.5%-21.7pp | 74.3%-24.5pp | 70.7%-20.9pp |
| Annual return | 15.41% | 37.49%-22.1pp | 35.69%-20.3pp | 34.38%-19.0pp |
| Employer contribution / active EE | $1,452 | $3,426-57.6% | $3,737-61.1% | $2,637-44.9% |
| Participant deferral / active EE | $2,337 | $3,970-41.1% | $4,878-52.1% | $4,528-48.4% |
| Admin fee / account holder | $84 | $633-86.7% | $6,730-98.8% | $348-75.8% |