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 FINANCIAL2+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $96,178 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $34,911 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,720 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,492 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,284 | $80,360-52.4% | $90,160-57.5% | $77,958-50.9% |
| Participation rate | 96.4% | 81.9%+14.5pp | 76.9%+19.5pp | 71.6%+24.8pp |
| Annual return | 26.86% | 24.56%+2.3pp | 34.88%-8.0pp | 20.87%+6.0pp |
| Employer contribution / active EE | $2,731 | $2,326+17.4% | $3,318-17.7% | $2,310+18.2% |
| Participant deferral / active EE | $3,028 | $5,829-48.1% | $5,288-42.7% | $3,537-14.4% |
| Admin fee / account holder | $35 | $64-44.5% | $5,943-99.4% | $97-63.7% |