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 FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $25,450 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CT 80111 | Recordkeeping Fees | $21,976 |
Service code 13 555 GOFFLE RD , SUITE 200 · RIDGEWOOD, NJ 07451 | Contract Administrator | $5,510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,771 | $26,906+3.2% | $61,373-54.8% | $77,904-64.4% |
| Participation rate | 22.0% | 33.4%-11.5pp | 52.6%-30.6pp | 73.7%-51.7pp |
| Annual return | -16.92% | -14.46%-2.5pp | 338.61%-355.5pp | 12.21%-29.1pp |
| Employer contribution / active EE | $425 | $521-18.4% | $1,159-63.3% | $2,848-85.1% |
| Participant deferral / active EE | $795 | $1,180-32.7% | $2,125-62.6% | $4,806-83.5% |
| Admin fee / account holder | $187 | $117+59.7% | $2,130-91.2% | $133+41.0% |