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 FINANCIAL8+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $103,713 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $84,655 |
Service code 13 PO BOX 196 · TUPELO, MS 388020196 | Contract Administrator | $0 |
Employer contribution per participant 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 | $38,404 | $86,897-55.8% | $151,611-74.7% | $64,808-40.7% |
| Participation rate | 82.1% | 87.3%-5.1pp | 87.5%-5.4pp | 71.5%+10.7pp |
| Annual return | -10.66% | -3.57%-7.1pp | 3.33%-14.0pp | 32.82%-43.5pp |
| Employer contribution / active EE | $1,469 | $4,010-63.4% | $6,166-76.2% | $2,506-41.4% |
| Participant deferral / active EE | $4,445 | $6,690-33.6% | $8,363-46.9% | $4,310+3.1% |
| Admin fee / account holder | $192 | $153+25.4% | $11,616-98.3% | $188+2.1% |