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 LLC4+ years Service code 55 411 30TH ST STE 314 · OAKLAND, CA 94609 | Other Commissions | $7,924 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,478 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,476 |
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 | $61,650 | $72,404-14.9% | $110,238-44.1% | $64,186-3.9% |
| Participation rate | 54.9% | 73.3%-18.5pp | 79.8%-24.9pp | 69.6%-14.7pp |
| Annual return | -3.45% | -6.29%+2.8pp | 314.74%-318.2pp | 7.63%-11.1pp |
| Employer contribution / active EE | $945 | $2,282-58.6% | $3,826-75.3% | $2,381-60.3% |
| Participant deferral / active EE | $4,186 | $3,469+20.6% | $4,672-10.4% | $3,470+20.6% |
| Admin fee / account holder | $82 | $5,664-98.6% | $8,547-99.0% | $4,888-98.3% |