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 |
|---|---|---|
LPL FINANCIAL4 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $35,336 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,086 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,219 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,144 | $101,317-5.1% | $146,958-34.6% | $74,495+29.1% |
| Participation rate | 96.1% | 75.5%+20.6pp | 82.2%+14.0pp | 67.2%+28.9pp |
| Annual return | 13.65% | 8730.91%-8717.3pp | 418.34%-404.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $4,440 | $3,810+16.5% | $4,933-10.0% | $2,623+69.3% |
| Participant deferral / active EE | $15,144 | $7,303+107.4% | $8,070+87.7% | $4,346+248.5% |
| Admin fee / account holder | $188 | $1,739-89.2% | $12,998-98.6% | $1,942-90.3% |