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 92150 | Advisory (Plan) | $24,840 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 13 25 MERCHANT ST · CINCINNATI, OH 45246 | Contract Administrator | $6,203 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,210 |
Service code 13 | Contract Administrator | $2,949 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,883 | $54,193-19.0% | $93,606-53.1% | $77,643-43.5% |
| Participation rate | 49.0% | 63.9%-15.0pp | 68.7%-19.8pp | 70.6%-21.6pp |
| Annual return | 26.36% | 30.54%-4.2pp | 133.20%-106.8pp | 31.24%-4.9pp |
| Employer contribution / active EE | $370 | $1,168-68.3% | $2,420-84.7% | $2,726-86.4% |
| Participant deferral / active EE | $2,596 | $3,144-17.4% | $4,411-41.1% | $4,647-44.1% |
| Admin fee / account holder | $236 | $576-58.9% | $8,285-97.1% | $430-45.1% |