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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,905 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 | Other Commissions | $9,366 |
THE RETIREMENT ADVANTAGE INC5 years Service code 13 101 E GRAND AVENUE SUITE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $4,600 |
Filed as: LEAF HOUSE FINANCIAL ADVISORS, LLC Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 787305097 | Other Fees | $2,104 |
LPL FINANCIAL3 years Filed as: LPL FINANACIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,282 | $47,126-57.0% | $149,673-86.4% | $74,419-72.7% |
| Participation rate | 56.8% | 63.4%-6.6pp | 78.8%-21.9pp | 70.7%-13.9pp |
| Annual return | 13.82% | 22.75%-8.9pp | 134.42%-120.6pp | 34.38%-20.6pp |
| Employer contribution / active EE | $7 | $1,905-99.6% | $4,818-99.9% | $2,637-99.7% |
| Participant deferral / active EE | $1,790 | $2,728-34.4% | $5,680-68.5% | $4,528-60.5% |
| Admin fee / account holder | $188 | $343-45.1% | $13,210-98.6% | $348-46.0% |