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 POST OFFICE BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $37,348 |
Service code 10 1011 CENTRE ROAD, SUITE 310 · WILMINGTON, DE 19805 | Accounting | $10,500 |
CONTINENTAL BENEFITS GROUP, INC.4+ years Filed as: CONTINENTAL BENEFITS GROUP Service code 13 95 CONNECTICUT DRIVE · BURLINGTON, NJ 08016 | Contract Administrator | $4,583 |
Filed as: GREAT WEST LIFE AND ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GRENNVILLE, CO 80111 | Recordkeeping Fees | $2,262 |
Service code 13 | Contract Administrator | $1,810 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,426 | $65,376+35.3% | $87,100+1.5% | $65,185+35.7% |
| Participation rate | 97.7% | 75.3%+22.4pp | 76.9%+20.9pp | 70.2%+27.5pp |
| Annual return | 21.92% | 31.27%-9.4pp | 28.19%-6.3pp | 29.38%-7.5pp |
| Employer contribution / active EE | $9,805 | $1,822+438.0% | $2,521+288.9% | $2,177+350.5% |
| Participant deferral / active EE | $5,112 | $3,388+50.9% | $4,049+26.3% | $3,514+45.5% |
| Admin fee / account holder | $344 | $520-33.8% | $7,497-95.4% | $847-59.4% |