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 | $20,234 |
LPL FINANCIAL11+ years Service code 27 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $17,485 |
PENSERV PLAN SERVICES, INC.11+ years Filed as: PENSERVCO, INC. Service code 13 · EIN 59-3634521 600 BYPASS DRIVE · CLEARWATER, FL 33764 | Contract Administrator | $6,680 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $585 |
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 | $30,519 | $84,556-63.9% | $116,228-73.7% | $74,304-58.9% |
| Participation rate | 91.1% | 66.0%+25.0pp | 74.6%+16.5pp | 60.3%+30.7pp |
| Annual return | 14.90% | 18.35%-3.5pp | 90.06%-75.2pp | 29.43%-14.5pp |
| Employer contribution / active EE | $427 | $2,168-80.3% | $2,994-85.7% | $2,241-80.9% |
| Participant deferral / active EE | $2,847 | $3,814-25.4% | $4,953-42.5% | $3,767-24.4% |
| Admin fee / account holder | $164 | $3,792-95.7% | $11,989-98.6% | $2,969-94.5% |