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 Service code 27 POST OFFICE BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $59,977 |
Service code 10 1011 CENTRE ROAD, SUITE 310 · WILMINGTON, DE 19805 | Accounting | $10,500 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC Service code 13 101 W. BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $6,875 |
CONTINENTAL BENEFITS GROUP, INC.6+ years Filed as: CONTINENTAL BENEFITS GROUP Service code 13 95 CONNECTICUT DRIVE · BURLINGTON, NJ 08016 | Contract Administrator | $1,250 |
Filed as: GREAT WEST LIFE AND ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GRENNVILLE, CO 80111 | Recordkeeping Fees | $438 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,273 | $84,936+31.0% | $111,2970% | $79,386+40.2% |
| Participation rate | 98.8% | 75.9%+23.0pp | 77.3%+21.5pp | 70.7%+28.1pp |
| Annual return | 14.05% | 17.45%-3.4pp | 54.65%-40.6pp | 116.85%-102.8pp |
| Employer contribution / active EE | $10,093 | $1,979+410.0% | $2,731+269.6% | $2,427+315.8% |
| Participant deferral / active EE | $5,372 | $3,888+38.2% | $4,487+19.7% | $4,046+32.8% |
| Admin fee / account holder | $378 | $537-29.7% | $7,964-95.3% | $626-39.7% |