See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL, LLC Service code 55 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Other Commissions | $28,333 |
Filed as: GREAT-WEST LIFE & ANNUITY CO Service code 64 · EIN 01-0233346 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,340 |
WC ADMINISTRATORS, LLC5 years Service code 13 6995 UNION PARK CTR #320 · MIDVALE, UT 84047 | Contract Administrator | $19,012 |
Service code 99 6011 W COURTYARD DRIVE · AUSTIN, TN 78730 | Other Fees | $6,959 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,005 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,936 | $77,660-42.1% | $109,143-58.8% | $79,386-43.4% |
| Participation rate | 75.8% | 67.8%+8.0pp | 75.9%-0.1pp | 70.7%+5.1pp |
| Annual return | 15.99% | 23.44%-7.5pp | 25.75%-9.8pp | 116.85%-100.9pp |
| Employer contribution / active EE | $1,221 | $2,797-56.3% | $3,722-67.2% | $2,427-49.7% |
| Participant deferral / active EE | $3,198 | $3,518-9.1% | $4,653-31.3% | $4,046-21.0% |
| Admin fee / account holder | $412 | $732-43.8% | $6,752-93.9% | $626-34.3% |