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 FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $11,467 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,267 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,196 |
Service code 55 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDA, CA 902455670 | Other Commissions | $8,867 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,247 | $72,448-56.9% | $118,746-73.7% | $69,631-55.1% |
| Participation rate | 78.8% | 79.7%-0.8pp | 78.3%+0.5pp | 70.7%+8.1pp |
| Annual return | 14.54% | 19.06%-4.5pp | 24.54%-10.0pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $47 | $3,771-98.8% | $4,193-98.9% | $2,032-97.7% |
| Participant deferral / active EE | $1,916 | $4,943-61.2% | $5,332-64.1% | $3,224-40.6% |
| Admin fee / account holder | $61 | $99-37.9% | $10,720-99.4% | $110-44.4% |