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 5-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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,480 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $24,410 |
HEARD MCELROY & VESTAL, LLC5+ years Filed as: HEARD, MCELROY & VESTAL, L.L.C. Service code 13 · EIN 72-0398470 333 TEXAS STREET, SUITE 1525 · SHREVEPORT, LA 71101 | Contract Administrator | $9,333 |
Filed as: HMV RETIREMENT PLAN ADVISORS LLC Service code 13 1525 TEXAS STREET, SUITE 1525 · SHREVEPORT, LA 71101 | Contract Administrator | $3,500 |
Service code 99 1801 CALIFORNIA ST 23RD FLOOR · DENVER, CO 80202 | Other Fees | $707 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,464 | $69,454-20.1% | $180,183-69.2% | $74,304-25.4% |
| Participation rate | 59.7% | 61.8%-2.1pp | 77.4%-17.7pp | 60.3%-0.6pp |
| Annual return | 17.62% | 25.86%-8.2pp | 27.86%-10.2pp | 29.43%-11.8pp |
| Employer contribution / active EE | $2,949 | $3,155-6.5% | $5,039-41.5% | $2,241+31.6% |
| Participant deferral / active EE | $3,573 | $4,662-23.3% | $6,822-47.6% | $3,767-5.1% |
| Admin fee / account holder | $222 | $3,036-92.7% | $19,975-98.9% | $2,969-92.5% |