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 FINANCIAL5 years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $31,794 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,511 |
T. E. LOTT AND COMPANY5 years Service code 13 221 7TH STREET NORTH · COLUMBUS, MS 39703 | Contract Administrator | $8,175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,471 | $76,050-31.0% | $96,544-45.7% | $71,457-26.6% |
| Participation rate | 83.9% | 74.4%+9.4pp | 76.0%+7.9pp | 67.9%+15.9pp |
| Annual return | 15.28% | 22.81%-7.5pp | 25.84%-10.6pp | 28.85%-13.6pp |
| Employer contribution / active EE | $1,364 | $2,244-39.2% | $2,965-54.0% | $2,588-47.3% |
| Participant deferral / active EE | $3,551 | $4,215-15.8% | $4,851-26.8% | $4,289-17.2% |
| Admin fee / account holder | $179 | $2,707-93.4% | $8,252-97.8% | $1,587-88.7% |