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 FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 53 | Insurance Commissions | $68,893 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 53 P.O. BOX 509026 · SAN DIEGO, CA 921509026 | Insurance Commissions | $14,348 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $8,490 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 71 · EIN 84-0467907 | Brokerage Fees | $3,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $120 |
LPL FINANCIAL1 year Service code 53 · EIN 95-2834236 | Insurance Commissions | $0 |
Annual investment return 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 | $197,361 | $46,292+326.3% | $143,757+37.3% | $64,808+204.5% |
| Participation rate | 87.5% | 64.2%+23.3pp | 80.3%+7.2pp | 71.5%+16.0pp |
| Annual return | -17.40% | -10.05%-7.4pp | -0.04%-17.4pp | 32.82%-50.2pp |
| Employer contribution / active EE | $5,110 | $1,910+167.6% | $4,951+3.2% | $2,506+103.9% |
| Participant deferral / active EE | $3,617 | $2,646+36.7% | $5,637-35.8% | $4,310-16.1% |
| Admin fee / account holder | $21 | $154-86.1% | $14,673-99.9% | $188-88.7% |