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 Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $31,812 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 815 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,365 |
T. E. LOTT AND COMPANY4 years Service code 13 221 7TH STREET NORTH · COLUMBUS, MS 39703 | Contract Administrator | $7,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,356 | $65,435-39.9% | $86,677-54.6% | $66,914-41.2% |
| Participation rate | 82.1% | 75.5%+6.6pp | 76.6%+5.5pp | 69.8%+12.3pp |
| Annual return | -16.47% | -10.89%-5.6pp | 35.91%-52.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,454 | $2,153-32.5% | $2,836-48.8% | $2,544-42.9% |
| Participant deferral / active EE | $3,570 | $4,100-12.9% | $4,656-23.3% | $4,237-15.7% |
| Admin fee / account holder | $147 | $642-77.0% | $7,493-98.0% | $593-75.2% |