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 FINANCIAL6+ years Filed as: LPL FINANCIAL LLC Service code 27 9785 TOWNE CTR DR · SAN DIEGO, CA 92121 | Advisory (Plan) | $39,670 |
STEPHEN HORN INSURANCE SERVICES6+ 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.
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 | $43,616 | $64,286-32.2% | $90,951-52.0% | $73,409-40.6% |
| Participation rate | 45.8% | 63.6%-17.8pp | 69.0%-23.2pp | 72.2%-26.4pp |
| Annual return | 11.10% | 21.45%-10.4pp | 134.60%-123.5pp | 59.29%-48.2pp |
| Employer contribution / active EE | $538 | $895-39.8% | $2,122-74.6% | $2,234-75.9% |
| Participant deferral / active EE | $1,082 | $2,453-55.9% | $3,373-67.9% | $3,805-71.6% |
| Admin fee / account holder | $76 | $287-73.5% | $5,959-98.7% | $158-51.7% |