Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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 FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $36,452 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,440 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,649 | $122,239-5.4% | $184,200-37.2% | $74,546+55.1% |
| Participation rate | 98.3% | 85.5%+12.8pp | 86.8%+11.4pp | 67.2%+31.1pp |
| Annual return | 10.62% | 19.95%-9.3pp | 28.80%-18.2pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $2,360 | $4,537-48.0% | $6,424-63.3% | $2,624-10.1% |
| Participant deferral / active EE | $8,816 | $7,139+23.5% | $9,132-3.5% | $4,347+102.8% |
| Admin fee / account holder | $247 | $1,260-80.4% | $13,907-98.2% | $1,944-87.3% |