See peer percentile detail. $4.99 for your first month.
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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 FINANCIAL10+ years Filed as: LPL FINANCIAL CORPORATON Service code 55 | Other Commissions | $32,327 |
Filed as: BLUE & CO., LLC Service code 10 · EIN 35-1178661 250 W MAIN ST · LEXINGTON, KY 40507 | Accounting | $13,125 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,516 |
MCGREGOR & ASSOCIATES, INC.3 years Filed as: MCGREGOR & ASSOCIATES INC Service code 13 | Contract Administrator | $5,766 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,689 |
MCGREGOR & ASSOCIATES, INC.10+ years Service code 13 · EIN 61-1211399 997 GOVERNORS LANE · LEXINGTON, KY 40513 | Contract Administrator | $965 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL CORPORATION Service code 55 · EIN 95-2834236 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,658 | $86,944-56.7% | $107,525-65.0% | $74,304-49.3% |
| Participation rate | 77.1% | 59.6%+17.6pp | 75.1%+2.0pp | 60.3%+16.8pp |
| Annual return | 4.34% | 23.52%-19.2pp | 181.32%-177.0pp | 29.43%-25.1pp |
| Employer contribution / active EE | $2,739 | $2,757-0.7% | $3,754-27.0% | $2,241+22.2% |
| Participant deferral / active EE | $1,113 | $3,554-68.7% | $5,116-78.2% | $3,767-70.4% |
| Admin fee / account holder | $71 | $3,727-98.1% | $8,919-99.2% | $2,969-97.6% |