Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: NEXT FINANCIAL GROUP INC Service code 55 11740 KATY FREEWAY STE 600 · HOUSTON, TX 77079 | Other Commissions | $29,969 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $6,451 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $761 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,091 | $41,150+118.9% | $80,607+11.8% | $71,495+26.0% |
| Participation rate | 83.1% | 50.3%+32.8pp | 67.0%+16.1pp | 67.9%+15.2pp |
| Annual return | 61.12% | 38.48%+22.6pp | 936.11%-875.0pp | 28.85%+32.3pp |
| Employer contribution / active EE | $2,883 | $1,515+90.3% | $2,724+5.8% | $2,589+11.3% |
| Participant deferral / active EE | $6,690 | $2,701+147.7% | $4,448+50.4% | $4,291+55.9% |
| Admin fee / account holder | $34 | $1,841-98.1% | $5,379-99.4% | $1,588-97.8% |