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 FINANCIAL7+ years Service code 27 POST OFFICE BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $61,194 |
Service code 10 1011 CENTRE ROAD, SUITE 310 · WILMINGTON, DE 19805 | Accounting | $10,500 |
Filed as: EMPOWER ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,752 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC. Service code 13 101 W. BROADWAY, SUITE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $3,167 |
Service code 13 8 COMMONWEALTH DRIVE · MEDFORD, NJ 08055 | Contract Administrator | $1,713 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,034 | $65,435+51.3% | $86,677+14.3% | $66,914+48.0% |
| Participation rate | 97.1% | 75.5%+21.7pp | 76.6%+20.6pp | 69.8%+27.3pp |
| Annual return | -17.36% | -10.89%-6.5pp | 35.91%-53.3pp | 1.58%-18.9pp |
| Employer contribution / active EE | $14,003 | $2,153+550.4% | $2,836+393.7% | $2,544+450.4% |
| Participant deferral / active EE | $5,424 | $4,100+32.3% | $4,656+16.5% | $4,237+28.0% |
| Admin fee / account holder | $721 | $642+12.4% | $7,493-90.4% | $593+21.5% |