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 |
|---|---|---|
LIBERTY GROUP LLC3+ years Service code 55 411 30TH ST STE 314 · OAKLAND, CA 94609 | Other Commissions | $10,050 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,512 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $982 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,558 | $78,705-28.1% | $117,854-52.0% | $70,131-19.4% |
| Participation rate | 55.8% | 73.2%-17.3pp | 79.7%-23.8pp | 69.5%-13.7pp |
| Annual return | 18.42% | 23.30%-4.9pp | 335.08%-316.7pp | 73.14%-54.7pp |
| Employer contribution / active EE | $1,029 | $2,223-53.7% | $3,786-72.8% | $2,342-56.1% |
| Participant deferral / active EE | $4,213 | $3,297+27.8% | $4,482-6.0% | $3,332+26.4% |
| Admin fee / account holder | $44 | $5,065-99.1% | $8,020-99.5% | $4,645-99.1% |