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 FINANCIAL6 years Filed as: LPL HOLDINGS Service code 22 · EIN 04-3046611 | Insurance Broker | $9,988 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $8,798 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $7,965 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 13 25 MERCHANT ST · CINCINNATI, OH 45246 | Contract Administrator | $2,342 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,221 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 13 · EIN 31-1299207 | Contract Administrator | $0 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,217 | $49,451-42.9% | $79,550-64.5% | $66,914-57.8% |
| Participation rate | 69.0% | 61.3%+7.6pp | 69.5%-0.5pp | 69.8%-0.8pp |
| Annual return | -16.49% | 84.25%-100.7pp | 0.16%-16.7pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,083 | $1,266-14.4% | $2,413-55.1% | $2,544-57.4% |
| Participant deferral / active EE | $3,712 | $3,159+17.5% | $3,985-6.9% | $4,237-12.4% |
| Admin fee / account holder | $136 | $595-77.1% | $6,832-98.0% | $593-77.0% |