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 |
|---|---|---|
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $8,226 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,480 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWODD VILLAGE, CO 80111 | Investment Management | $149 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,536 | $50,458-61.3% | $159,960-87.8% | $64,808-69.9% |
| Participation rate | 92.2% | 68.0%+24.1pp | 78.0%+14.2pp | 71.5%+20.7pp |
| Annual return | -9.12% | -13.42%+4.3pp | 408.60%-417.7pp | 32.82%-41.9pp |
| Employer contribution / active EE | $1,421 | $1,722-17.5% | $4,226-66.4% | $2,506-43.3% |
| Participant deferral / active EE | $3,811 | $4,004-4.8% | $6,182-38.4% | $4,310-11.6% |
| Admin fee / account holder | $101 | $706-85.7% | $8,698-98.8% | $188-46.1% |