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 FINANCIAL2 years Service code 27 | Advisory (Plan) | $15,140 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $8,966 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,267 | $73,004-64.0% | $90,749-71.1% | $68,494-61.7% |
| Participation rate | 89.9% | 70.8%+19.1pp | 75.7%+14.2pp | 67.9%+22.0pp |
| Annual return | -17.35% | -13.81%-3.5pp | -12.16%-5.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,814 | $2,193-17.3% | $2,921-37.9% | $2,596-30.1% |
| Participant deferral / active EE | $2,078 | $3,627-42.7% | $4,564-54.5% | $4,027-48.4% |
| Admin fee / account holder | $169 | $5,896-97.1% | $8,445-98.0% | $5,403-96.9% |