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 |
|---|---|---|
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $22,462 |
LPL FINANCIAL4 years Filed as: NEXT FINANCIAL GROUP INC Service code 55 2500 WILCREST DR 620 · HOUSTON, TX 77042 | Other Commissions | $18,971 |
LMHS, PC7+ years Filed as: LMHS, P.C. Service code 10 80 WASHINGTON ST. BUILDING S · NORWELL, MA 02061 | Accounting | $14,000 |
THE ANGELL PENSION GROUP, INC.7+ years Service code 13 | Contract Administrator | $10,000 |
THE ANGELL PENSION GROUP, INC.7+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $1,500 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $105,894 | $78,275+35.3% | $109,143-3.0% | $86,799+22.0% |
| Participation rate | 67.2% | 73.8%-6.6pp | 75.9%-8.7pp | 72.3%-5.1pp |
| Annual return | 11.90% | 19.14%-7.2pp | 25.75%-13.9pp | 97.91%-86.0pp |
| Employer contribution / active EE | $1,144 | $3,105-63.2% | $3,722-69.3% | $2,405-52.5% |
| Participant deferral / active EE | $4,439 | $3,641+21.9% | $4,653-4.6% | $4,131+7.4% |
| Admin fee / account holder | $142 | $198-28.5% | $6,752-97.9% | $170-16.3% |