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 FINANCIAL9+ years Service code 27 POST OFFICE BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $51,107 |
Service code 10 1011 CENTRE ROAD, SUITE 310 · WILMINGTON, DE 19805 | Accounting | $11,500 |
Filed as: EMPOWER ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,370 |
COMMONWEALTH TPA SOLUTIONS3 years Service code 13 8 COMMONWEALTH DRIVE · MEDFORD, NJ 08055 | Contract Administrator | $8,920 |
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 | $133,508 | $79,171+68.6% | $102,423+30.3% | $74,495+79.2% |
| Participation rate | 93.7% | 74.8%+18.9pp | 76.5%+17.2pp | 67.2%+26.5pp |
| Annual return | 14.06% | 54.93%-40.9pp | 29.32%-15.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $6,664 | $2,362+182.1% | $3,023+120.4% | $2,623+154.0% |
| Participant deferral / active EE | $5,627 | $4,415+27.5% | $5,053+11.4% | $4,346+29.5% |
| Admin fee / account holder | $397 | $2,001-80.1% | $9,451-95.8% | $1,942-79.5% |