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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $127,585 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $107,727 |
Filed as: SANNAH BRANDT LLC DBA Service code 13 UNITED PENSION ADMINISTRATION · BOZEMAN, MT 59715 | Contract Administrator | $24,011 |
Filed as: LEAFHOUSE FINANCIAL ADVISOR LLC Service code 27 6300 BRIDGE POINT PKWY BUILDING 1 · AUSTIN, TX 78730 | Advisory (Plan) | $18,889 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,772 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,780 | $58,336-64.4% | $97,226-78.6% | $199,593-89.6% |
| Participation rate | 83.4% | 63.8%+19.6pp | 72.7%+10.7pp | 72.0%+11.4pp |
| Annual return | 12.44% | 32.81%-20.4pp | 75.13%-62.7pp | 34.25%-21.8pp |
| Employer contribution / active EE | $876 | $1,416-38.2% | $2,729-67.9% | $3,034-71.1% |
| Participant deferral / active EE | $1,677 | $3,240-48.2% | $4,264-60.7% | $5,087-67.0% |
| Admin fee / account holder | $147 | $114+29.0% | $5,654-97.4% | $269-45.3% |