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 FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $14,484 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,818 |
PENSYS, INC.2 years Filed as: PENSYS INC Service code 13 · EIN 68-0348235 2440 PROFESSIONAL DRIVE SUITE 100 · ROSEVILLE, CA 95661 | Contract Administrator | $2,033 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $153 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,022 | $59,186-13.8% | $76,768-33.5% | $56,287-9.4% |
| Participation rate | 57.0% | 75.2%-18.2pp | 77.0%-19.9pp | 69.9%-12.8pp |
| Annual return | 8.11% | 6.62%+1.5pp | 2.43%+5.7pp | -9.96%+18.1pp |
| Employer contribution / active EE | $1,683 | $1,759-4.3% | $2,485-32.3% | $2,111-20.3% |
| Participant deferral / active EE | $2,194 | $3,255-32.6% | $3,852-43.0% | $3,350-34.5% |
| Admin fee / account holder | $65 | $489-86.8% | $6,675-99.0% | $521-87.6% |