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 FINANCIAL8 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $80,964 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,428 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,933 | $99,078-46.6% | $96,544-45.2% | $74,419-28.9% |
| Participation rate | 55.1% | 80.7%-25.6pp | 76.0%-20.9pp | 70.7%-15.6pp |
| Annual return | 18.05% | 22.48%-4.4pp | 25.84%-7.8pp | 34.38%-16.3pp |
| Employer contribution / active EE | $177 | $2,570-93.1% | $2,965-94.0% | $2,637-93.3% |
| Participant deferral / active EE | $2,641 | $4,933-46.5% | $4,851-45.6% | $4,528-41.7% |
| Admin fee / account holder | $155 | $225-31.2% | $8,252-98.1% | $348-55.6% |