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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,521 |
LPL FINANCIAL10+ years Service code 27 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $16,314 |
PENSERV PLAN SERVICES, INC.10+ years Filed as: PENSERVCO, INC. Service code 13 · EIN 59-3634521 600 BYPASS DRIVE · CLEARWATER, FL 33764 | Contract Administrator | $6,080 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,076 | $78,485-63.0% | $106,213-72.6% | $74,495-61.0% |
| Participation rate | 88.0% | 72.8%+15.2pp | 75.3%+12.7pp | 67.2%+20.8pp |
| Annual return | 13.07% | 15.95%-2.9pp | 116.14%-103.1pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $420 | $2,523-83.3% | $3,171-86.8% | $2,623-84.0% |
| Participant deferral / active EE | $2,795 | $4,322-35.3% | $5,016-44.3% | $4,346-35.7% |
| Admin fee / account holder | $136 | $2,232-93.9% | $11,033-98.8% | $1,942-93.0% |