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 FINANCIAL8+ years Service code 27 POST OFFICE BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $45,656 |
Service code 10 1011 CENTRE ROAD, SUITE 310 · WILMINGTON, DE 19805 | Accounting | $11,000 |
Filed as: EMPOWER ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,512 |
COMMONWEALTH TPA SOLUTIONS2 years Service code 13 8 COMMONWEALTH DRIVE · MEDFORD, NJ 08055 | Contract Administrator | $9,860 |
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 | $116,801 | $76,050+53.6% | $96,544+21.0% | $71,457+63.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 18.48% | 22.81%-4.3pp | 25.84%-7.4pp | 28.85%-10.4pp |
| Employer contribution / active EE | $7,539 | $2,244+235.9% | $2,965+154.3% | $2,588+191.3% |
| Participant deferral / active EE | $5,588 | $4,215+32.6% | $4,851+15.2% | $4,289+30.3% |
| Admin fee / account holder | $340 | $2,707-87.4% | $8,252-95.9% | $1,587-78.6% |