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 · EIN 84-0467907 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $29,688 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,953 |
TRUOG-RYDING COMPANY, INC.2 years Filed as: TROUG-RYDING COMPANY Service code 13 2659 TOWNSGATE ROAD, STE 101 · WESTLAKE VILLAGE, AZ 91361 | Contract Administrator | $1,100 |
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 | $30,496 | $29,548+3.2% | $56,411-45.9% | $77,643-60.7% |
| Participation rate | 28.7% | 32.7%-4.0pp | 52.5%-23.8pp | 70.6%-41.9pp |
| Annual return | 15.43% | 19.01%-3.6pp | 1701.33%-1685.9pp | 31.24%-15.8pp |
| Employer contribution / active EE | $358 | $568-36.9% | $1,039-65.5% | $2,726-86.9% |
| Participant deferral / active EE | $1,040 | $1,061-2.0% | $1,952-46.7% | $4,647-77.6% |
| Admin fee / account holder | $84 | $1,046-92.0% | $2,829-97.0% | $430-80.4% |