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 9-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 FINANCIAL6 years Filed as: FINANCIAL ADVOCATES INVESTMENT MANA Service code 27 1601 COOPER POINT RD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $30,386 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,552 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,653 |
SCS1 year Filed as: BENSLER LLC DBA SCS Service code 27 10900 NE 8TH ST, SUITE 1550 · BELLEVUE, WA 98004 | Advisory (Plan) | $8,892 |
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 | $46,406 | $52,122-11.0% | $104,294-55.5% | $64,808-28.4% |
| Participation rate | 39.7% | 56.0%-16.3pp | 73.3%-33.6pp | 71.5%-31.8pp |
| Annual return | -16.16% | 13.26%-29.4pp | 24.61%-40.8pp | 32.82%-49.0pp |
| Employer contribution / active EE | $836 | $1,627-48.6% | $3,372-75.2% | $2,506-66.6% |
| Participant deferral / active EE | $1,611 | $2,823-42.9% | $4,625-65.2% | $4,310-62.6% |
| Admin fee / account holder | $196 | $155+26.9% | $7,339-97.3% | $188+4.5% |