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 FINANCIAL7 years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $40,913 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,396 |
T. E. LOTT AND COMPANY7 years Service code 13 106B S WASHINGTON STREET · STARKVILLE, MS 39759 | Contract Administrator | $8,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,923 | $87,870-29.5% | $113,168-45.3% | $74,304-16.7% |
| Participation rate | 86.7% | 70.7%+16.0pp | 76.6%+10.1pp | 60.3%+26.4pp |
| Annual return | 15.20% | 26.44%-11.2pp | 24.27%-9.1pp | 29.43%-14.2pp |
| Employer contribution / active EE | $1,900 | $2,277-16.6% | $2,975-36.1% | $2,241-15.2% |
| Participant deferral / active EE | $3,591 | $4,241-15.3% | $5,107-29.7% | $3,767-4.7% |
| Admin fee / account holder | $218 | $3,368-93.5% | $12,068-98.2% | $2,969-92.7% |