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 FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $75,594 |
CARON & BLETZER, PLLC3 years Service code 10 51 CHURCH STREET · KINGSTON, NH 03848 | Accounting | $8,700 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,731 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,272 | $58,879+55.0% | $178,490-48.9% | $73,488+24.2% |
| Participation rate | 98.4% | 66.2%+32.2pp | 81.9%+16.5pp | 70.7%+27.7pp |
| Annual return | 14.34% | 24.86%-10.5pp | 151.07%-136.7pp | 28.51%-14.2pp |
| Employer contribution / active EE | $2,045 | $2,236-8.5% | $5,011-59.2% | $2,270-9.9% |
| Participant deferral / active EE | $5,128 | $2,567+99.7% | $5,202-1.4% | $3,740+37.1% |
| Admin fee / account holder | $326 | $400-18.5% | $13,984-97.7% | $513-36.4% |