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 HOLDINGS Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,227 |
MID-ATLANTIC PENSION SPECIALISTS7+ years Service code 13 · EIN 23-2776666 2851 SOUTH PIKE AVE · ALLENTOWN, PA 18103 | Contract Administrator | $2,845 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $1,305 |
Filed as: MID-ATLANTIC PENSION SPECIALISTS, I Service code 13 | Contract Administrator | $1,214 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,026 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,923 | $50,199-70.3% | $70,092-78.7% | $66,914-77.7% |
| Participation rate | 96.1% | 66.3%+29.8pp | 70.5%+25.6pp | 69.8%+26.3pp |
| Annual return | -16.41% | -13.85%-2.6pp | 190.73%-207.1pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,413 | $1,864+29.4% | $2,559-5.7% | $2,544-5.2% |
| Participant deferral / active EE | $1,431 | $3,112-54.0% | $3,849-62.8% | $4,237-66.2% |
| Admin fee / account holder | $44 | $600-92.7% | $6,267-99.3% | $593-92.6% |