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 FINANCIAL7+ years Filed as: LPL FINANCIAL LLC Service code 27 9785 TOWNE CTR DR · SAN DIEGO, CA 92121 | Advisory (Plan) | $43,810 |
STEPHEN HORN INSURANCE SERVICES7+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,977 | $50,956+4.0% | $96,562-45.1% | $86,799-39.0% |
| Participation rate | 39.1% | 65.2%-26.2pp | 69.8%-30.8pp | 72.3%-33.2pp |
| Annual return | 15.12% | 21.27%-6.1pp | 37.78%-22.7pp | 97.91%-82.8pp |
| Employer contribution / active EE | $630 | $1,111-43.3% | $2,356-73.3% | $2,405-73.8% |
| Participant deferral / active EE | $1,133 | $2,954-61.6% | $3,849-70.6% | $4,131-72.6% |
| Admin fee / account holder | $97 | $166-41.8% | $6,181-98.4% | $170-43.1% |