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 FINANCIAL8+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 522533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $38,032 |
STEPHEN HORN INSURANCE SERVICES8+ years Filed as: STEPHEN ELDRIDGE & CO., INC. Service code 13 686 CHESTNUT STREET · MANCHESTER, NH 03104 | Contract Administrator | $10,000 |
Filed as: EMPOWER ANNUITY INSURANCE 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 | $57,916 | $42,353+36.7% | $79,550-27.2% | $64,808-10.6% |
| Participation rate | 38.8% | 64.8%-26.0pp | 69.5%-30.7pp | 71.5%-32.7pp |
| Annual return | -13.80% | -12.24%-1.6pp | 0.16%-14.0pp | 32.82%-46.6pp |
| Employer contribution / active EE | $607 | $1,181-48.5% | $2,413-74.8% | $2,506-75.8% |
| Participant deferral / active EE | $1,017 | $3,170-67.9% | $3,985-74.5% | $4,310-76.4% |
| Admin fee / account holder | $126 | $160-21.3% | $6,832-98.2% | $188-33.1% |