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 | Advisory (Plan) | $16,629 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $11,040 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,149 | $78,485-69.2% | $106,213-77.3% | $74,495-67.6% |
| Participation rate | 83.8% | 72.8%+11.0pp | 75.3%+8.5pp | 67.2%+16.6pp |
| Annual return | 24.59% | 15.95%+8.6pp | 116.14%-91.6pp | 1364.94%-1340.4pp |
| Employer contribution / active EE | $1,388 | $2,523-45.0% | $3,171-56.2% | $2,623-47.1% |
| Participant deferral / active EE | $1,525 | $4,322-64.7% | $5,016-69.6% | $4,346-64.9% |
| Admin fee / account holder | $116 | $2,232-94.8% | $11,033-99.0% | $1,942-94.0% |