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 FINANCIAL6 years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $36,716 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,599 |
T. E. LOTT AND COMPANY6 years Service code 13 221 7TH STREET NORTH · COLUMBUS, MS 39703 | Contract Administrator | $6,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,066 | $79,171-30.4% | $102,423-46.2% | $74,495-26.1% |
| Participation rate | 89.6% | 74.8%+14.8pp | 76.5%+13.1pp | 67.2%+22.4pp |
| Annual return | 14.77% | 54.93%-40.2pp | 29.32%-14.5pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,746 | $2,362-26.1% | $3,023-42.2% | $2,623-33.4% |
| Participant deferral / active EE | $3,220 | $4,415-27.1% | $5,053-36.3% | $4,346-25.9% |
| Admin fee / account holder | $183 | $2,001-90.8% | $9,451-98.1% | $1,942-90.6% |