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 FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $45,223 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 1301 W 22ND ST · OAK BROOK, IL 60523 | Accounting | $11,865 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return 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 | $135,077 | $76,050+77.6% | $96,544+39.9% | $71,457+89.0% |
| Participation rate | 84.1% | 74.4%+9.7pp | 76.0%+8.1pp | 67.9%+16.1pp |
| Annual return | 13.68% | 22.81%-9.1pp | 25.84%-12.2pp | 28.85%-15.2pp |
| Employer contribution / active EE | $1,459 | $2,244-35.0% | $2,965-50.8% | $2,588-43.6% |
| Participant deferral / active EE | $2,954 | $4,215-29.9% | $4,851-39.1% | $4,289-31.1% |
| Admin fee / account holder | $74 | $2,707-97.3% | $8,252-99.1% | $1,587-95.4% |