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 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $75,128 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,413 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,187 |
Service code 99 PO BOX 7001 · PASADENA, CA 911097001 | Other Fees | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,757 | $36,806+86.8% | $69,647-1.3% | $77,643-11.4% |
| Participation rate | 98.0% | 64.4%+33.6pp | 66.5%+31.5pp | 70.6%+27.4pp |
| Annual return | 15.80% | 38.81%-23.0pp | 100.48%-84.7pp | 31.24%-15.4pp |
| Employer contribution / active EE | $2,973 | $1,257+136.5% | $1,712+73.6% | $2,726+9.1% |
| Participant deferral / active EE | $6,665 | $2,738+143.4% | $2,886+131.0% | $4,647+43.4% |
| Admin fee / account holder | $183 | $507-63.9% | $4,713-96.1% | $430-57.5% |