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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 91-1824793 | Recordkeeping Fees | $15,111 |
LPL FINANCIAL4 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $14,206 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $5,525 |
Service code 13 · EIN 36-4430093 | Contract Administrator | $2,550 |
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 | $23,091 | $50,982-54.7% | $154,803-85.1% | $85,563-73.0% |
| Participation rate | 28.5% | 59.8%-31.3pp | 78.1%-49.6pp | 66.0%-37.5pp |
| Annual return | 17.14% | 30.35%-13.2pp | 58.88%-41.7pp | 31.51%-14.4pp |
| Employer contribution / active EE | $701 | $1,708-59.0% | $4,305-83.7% | $2,654-73.6% |
| Participant deferral / active EE | $1,191 | $2,474-51.8% | $5,540-78.5% | $4,375-72.8% |
| Admin fee / account holder | $214 | $846-74.7% | $14,329-98.5% | $834-74.4% |