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 FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 55 | Other Commissions | $90,009 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,406 |
LPL FINANCIAL2 years Service code 53 P.O.BOX 509025 · SAN DIEGO, CA 921509026 | Insurance Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,540 | $47,126+391.3% | $149,673+54.7% | $74,419+211.1% |
| Participation rate | 76.4% | 63.4%+13.0pp | 78.8%-2.4pp | 70.7%+5.7pp |
| Annual return | 18.41% | 22.75%-4.3pp | 134.42%-116.0pp | 34.38%-16.0pp |
| Employer contribution / active EE | $5,468 | $1,905+187.0% | $4,818+13.5% | $2,637+107.3% |
| Participant deferral / active EE | $3,914 | $2,728+43.5% | $5,680-31.1% | $4,528-13.6% |
| Admin fee / account holder | $30 | $343-91.1% | $13,210-99.8% | $348-91.2% |