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 Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $12,912 |
CARON & BLETZER, PLLC5 years Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $9,057 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,028 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY 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.
Employer contribution per participant 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 | $20,024 | $46,292-56.7% | $143,757-86.1% | $64,808-69.1% |
| Participation rate | 39.0% | 64.2%-25.2pp | 80.3%-41.3pp | 71.5%-32.5pp |
| Annual return | -12.74% | -10.05%-2.7pp | -0.04%-12.7pp | 32.82%-45.6pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,260 | $2,646-52.4% | $5,637-77.6% | $4,310-70.8% |
| Admin fee / account holder | $130 | $154-15.5% | $14,673-99.1% | $188-30.8% |