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 FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 PO BOX 502533 · SAN DIEGO, CA 91250 | Advisory (Plan) | $32,997 |
AMERICAN FUNDS5+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $9,766 |
STEPHEN HORN INSURANCE SERVICES5+ years Filed as: STEPHEN ELDRIDGE & COMPANY Service code 13 686CHESTNUT STREET · MANCHESTER, NH 03104 | Contract Administrator | $8,000 |
BAKER NEWMAN NOYES3 years Filed as: BAKER NEWMAN & NOYES, LLC Service code 99 PO BOX 507 · PORTLAND, ME 041120507 | Other Fees | $6,180 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,791 | $85,202+10.1% | $172,739-45.7% | $72,985+28.5% |
| Participation rate | 89.2% | 70.1%+19.1pp | 82.6%+6.5pp | 69.5%+19.7pp |
| Annual return | 24.27% | 27.32%-3.1pp | 802.84%-778.6pp | 81.00%-56.7pp |
| Employer contribution / active EE | $2,119 | $3,324-36.3% | $5,143-58.8% | $2,440-13.1% |
| Participant deferral / active EE | $3,792 | $3,260+16.3% | $5,198-27.0% | $3,607+5.1% |
| Admin fee / account holder | $419 | $5,884-92.9% | $13,954-97.0% | $5,124-91.8% |