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 |
|---|---|---|
Service code 28 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Investment Management | $16,205 |
LPL FINANCIAL1 year Service code 28 101 N BLAKELY ST · DUNMORE, PA 18512 | Investment Management | $7,509 |
EZTPA, LLC1 year Filed as: EZTPA,LLC Service code 13 | Contract Administrator | $4,905 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $2,500 |
Filed as: CARDINAL PENSION GROUP, INC Service code 13 PO BOX 5268 · WEST CHESTER, PA 19380 | Contract Administrator | $1,166 |
Filed as: EMPOWER ADVISORY GROUP, LL Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $399 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,336 | $45,343+8.8% | $150,298-67.2% | $67,986-27.4% |
| Participation rate | 30.7% | 51.9%-21.2pp | 77.8%-47.1pp | 57.2%-26.5pp |
| Annual return | 10.07% | 33.28%-23.2pp | 62.79%-52.7pp | 31.67%-21.6pp |
| Employer contribution / active EE | $758 | $1,462-48.2% | $4,154-81.8% | $2,019-62.5% |
| Participant deferral / active EE | $1,319 | $2,055-35.8% | $5,453-75.8% | $3,358-60.7% |
| Admin fee / account holder | $143 | $2,250-93.7% | $14,116-99.0% | $3,203-95.5% |