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 921502533 | Advisory (Plan) | $23,383 |
PINPOINT FINANCIAL, LLC4+ years Service code 13 3238 PLAYERS CLUB CIRCLE · MEMPHIS, TN 38125 | Contract Administrator | $7,677 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,250 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,797 | $55,449+34.9% | $83,848-10.8% | $56,287+32.9% |
| Participation rate | 68.1% | 68.0%0pp | 76.1%-8.1pp | 69.9%-1.8pp |
| Annual return | -4.37% | -1.38%-3.0pp | 850.88%-855.3pp | -9.96%+5.6pp |
| Employer contribution / active EE | $2,780 | $2,430+14.4% | $3,631-23.4% | $2,111+31.7% |
| Participant deferral / active EE | $3,291 | $2,935+12.1% | $4,082-19.4% | $3,350-1.7% |
| Admin fee / account holder | $239 | $656-63.6% | $5,478-95.6% | $521-54.2% |