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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.
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| Provider | Service type | Compensation |
|---|---|---|
LANCE SOLL & LUNGHARD LLP3 years Filed as: LANCE E. PETERS Service code 27 1411 LONE EAGLE WAY · ARLINGTON, TX 76005 | Advisory (Plan) | $29,553 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,066 |
Service code 13 4140 SAND SPRING ROAD · SCHNECKSVILLE, PA 18078 | Contract Administrator | $3,695 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,832 | $60,323-10.8% | $81,812-34.2% | $74,495-27.7% |
| Participation rate | 77.0% | 62.9%+14.1pp | 72.3%+4.6pp | 67.2%+9.8pp |
| Annual return | 10.93% | 16.90%-6.0pp | 773.79%-762.9pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $610 | $2,620-76.7% | $2,912-79.0% | $2,623-76.7% |
| Participant deferral / active EE | $224 | $3,387-93.4% | $4,319-94.8% | $4,346-94.9% |
| Admin fee / account holder | $390 | $1,486-73.8% | $7,386-94.7% | $1,942-79.9% |