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 FINANCIAL4 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $83,616 |
CARON & BLETZER, PLLC4 years Service code 10 1 LIBRARY LN · KINGSTON, NH 03848 | Accounting | $8,900 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,254 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $107,857 | $61,156+76.4% | $185,823-42.0% | $79,386+35.9% |
| Participation rate | 94.3% | 66.6%+27.7pp | 81.7%+12.6pp | 70.7%+23.6pp |
| Annual return | 10.84% | 19.45%-8.6pp | 122.05%-111.2pp | 116.85%-106.0pp |
| Employer contribution / active EE | $2,039 | $2,321-12.1% | $5,167-60.5% | $2,427-16.0% |
| Participant deferral / active EE | $5,590 | $2,789+100.4% | $5,568+0.4% | $4,046+38.2% |
| Admin fee / account holder | $401 | $710-43.5% | $16,237-97.5% | $626-36.0% |