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 3-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 | $195,132 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $62,554 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 787305097 | Advisory (Plan) | $12,677 |
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 | $56,880 | $55,331+2.8% | $81,812-30.5% | $199,593-71.5% |
| Participation rate | 46.6% | 62.5%-15.9pp | 72.3%-25.8pp | 72.0%-25.4pp |
| Annual return | 14.84% | 19.59%-4.8pp | 773.79%-758.9pp | 34.25%-19.4pp |
| Employer contribution / active EE | $1,159 | $2,101-44.9% | $2,912-60.2% | $3,034-61.8% |
| Participant deferral / active EE | $1,847 | $3,283-43.7% | $4,319-57.2% | $5,087-63.7% |
| Admin fee / account holder | $172 | $346-50.1% | $7,386-97.7% | $269-35.8% |