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 POST OFFICE BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $43,380 |
Service code 10 1011 CENTRE ROAD, SUITE 310 · WILMINGTON, DE 19805 | Accounting | $10,500 |
CONTINENTAL BENEFITS GROUP, INC.5+ years Filed as: CONTINENTAL BENEFITS GROUP Service code 13 95 CONNECTICUT DRIVE · BURLINGTON, NJ 08016 | Contract Administrator | $5,595 |
Filed as: GREAT WEST LIFE AND ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GRENNVILLE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $101,294 | $73,638+37.6% | $95,952+5.6% | $73,488+37.8% |
| Participation rate | 96.7% | 76.2%+20.6pp | 77.1%+19.7pp | 70.7%+26.1pp |
| Annual return | 18.05% | 16.78%+1.3pp | 91.61%-73.6pp | 28.51%-10.5pp |
| Employer contribution / active EE | $7,412 | $1,863+297.8% | $2,541+191.7% | $2,270+226.5% |
| Participant deferral / active EE | $5,182 | $3,617+43.3% | $4,167+24.4% | $3,740+38.6% |
| Admin fee / account holder | $321 | $482-33.3% | $6,795-95.3% | $513-37.3% |