See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL11+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 522533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $29,232 |
STEPHEN HORN INSURANCE SERVICES11+ years Filed as: STEPHEN ELDRIDGE & CO., INC. Service code 13 686 CHESTNUT STREET · MANCHESTER, NH 03104 | Contract Administrator | $20,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,388 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,218 | $56,767+53.6% | $101,794-14.3% | $85,563+1.9% |
| Participation rate | 30.1% | 57.6%-27.5pp | 69.2%-39.1pp | 66.0%-35.9pp |
| Annual return | 13.73% | 17.76%-4.0pp | 30.53%-16.8pp | 31.51%-17.8pp |
| Employer contribution / active EE | $672 | $1,112-39.5% | $2,289-70.6% | $2,654-74.7% |
| Participant deferral / active EE | $1,241 | $2,720-54.4% | $4,084-69.6% | $4,375-71.6% |
| Admin fee / account holder | $324 | $1,098-70.5% | $8,777-96.3% | $834-61.2% |