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 FINANCIAL5+ years Filed as: LPL FINANCIAL LLC Service code 27 9785 TOWNE CTR DR · SAN DIEGO, CA 92121 | Advisory (Plan) | $40,365 |
STEPHEN HORN INSURANCE SERVICES5+ years Filed as: STEPHEN ELDRIDGE & CO., INC. Service code 13 686 CHESTNUT STREET · MANCHESTER, NH 03104 | Contract Administrator | $10,000 |
Filed as: GREAT WEST LIFE & ANNUITY 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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,998 | $40,174-5.4% | $84,015-54.8% | $67,579-43.8% |
| Participation rate | 63.5% | 62.7%+0.8pp | 69.0%-5.6pp | 71.3%-7.8pp |
| Annual return | 18.42% | 25.82%-7.4pp | 71.31%-52.9pp | 378.56%-360.1pp |
| Employer contribution / active EE | $751 | $808-7.0% | $1,983-62.1% | $2,148-65.0% |
| Participant deferral / active EE | $1,320 | $2,301-42.6% | $3,239-59.2% | $3,539-62.7% |
| Admin fee / account holder | $67 | $128-47.5% | $6,101-98.9% | $142-52.7% |