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 FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO CA, CA 921509026 | Other Commissions | $18,352 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,197 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $42,340 | $98,727-57.1% | $113,168-62.6% | $85,563-50.5% |
| Participation rate | 76.4% | 80.8%-4.4pp | 76.6%-0.2pp | 66.0%+10.4pp |
| Annual return | 19.29% | 17.43%+1.9pp | 24.27%-5.0pp | 31.51%-12.2pp |
| Employer contribution / active EE | $1,432 | $2,907-50.7% | $2,975-51.9% | $2,654-46.0% |
| Participant deferral / active EE | $4,133 | $5,424-23.8% | $5,107-19.1% | $4,375-5.5% |
| Admin fee / account holder | $33 | $357-90.8% | $12,068-99.7% | $834-96.1% |