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 FINANCIAL10+ years Service code 27 POST OFFICE BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $57,359 |
Filed as: EMPOWER ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,784 |
Service code 10 1011 CENTRE ROAD, SUITE 310 · WILMINGTON, DE 19805 | Accounting | $11,500 |
COMMONWEALTH TPA SOLUTIONS4 years Service code 13 8 COMMONWEALTH DRIVE · MEDFORD, NJ 08055 | Contract Administrator | $7,475 |
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 | $148,056 | $87,870+68.5% | $113,168+30.8% | $74,304+99.3% |
| Participation rate | 90.1% | 70.7%+19.4pp | 76.6%+13.5pp | 60.3%+29.8pp |
| Annual return | 16.85% | 26.44%-9.6pp | 24.27%-7.4pp | 29.43%-12.6pp |
| Employer contribution / active EE | $6,199 | $2,277+172.3% | $2,975+108.4% | $2,241+176.6% |
| Participant deferral / active EE | $5,393 | $4,241+27.2% | $5,107+5.6% | $3,767+43.1% |
| Admin fee / account holder | $403 | $3,368-88.0% | $12,068-96.7% | $2,969-86.4% |