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 FINANCIAL9+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 522533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $27,477 |
STEPHEN HORN INSURANCE SERVICES9+ years Filed as: STEPHEN ELDRIDGE & CO., INC. Service code 13 686 CHESTNUT STREET · MANCHESTER, NH 03104 | Contract Administrator | $17,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,398 |
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 | $61,964 | $53,165+16.6% | $86,188-28.1% | $74,419-16.7% |
| Participation rate | 35.1% | 64.9%-29.8pp | 69.0%-33.9pp | 70.7%-35.6pp |
| Annual return | 16.29% | 22.64%-6.4pp | 1168.45%-1152.2pp | 34.38%-18.1pp |
| Employer contribution / active EE | $644 | $1,210-46.7% | $2,380-72.9% | $2,637-75.6% |
| Participant deferral / active EE | $1,068 | $3,234-67.0% | $3,985-73.2% | $4,528-76.4% |
| Admin fee / account holder | $181 | $551-67.2% | $6,852-97.4% | $348-48.0% |