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 10 PO BOX 643656 · PITTSBURGH, PA 15264 | Accounting | $21,100 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $8,448 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 13 · EIN 81-3989034 101 BRADFORD RD. · WEXFORD, PA 15090 | Contract Administrator | $6,500 |
Filed as: ANCHOR 3(16) FIDUCIARY SOLUTIONS Service code 99 101 BRADFORD RD SUITE 200 · WEXFORD, PA 15090 | Other Fees | $4,637 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $92 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,464 | $85,202-25.5% | $172,739-63.3% | $72,985-13.0% |
| Participation rate | 52.0% | 70.1%-18.1pp | 82.6%-30.6pp | 69.5%-17.5pp |
| Annual return | 21.71% | 27.32%-5.6pp | 802.84%-781.1pp | 81.00%-59.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,232 | $3,260+91.2% | $5,198+19.9% | $3,607+72.8% |
| Admin fee / account holder | $141 | $5,884-97.6% | $13,954-99.0% | $5,124-97.3% |