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 Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $16,630 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,825 |
PENSYS, INC.3 years Filed as: PENSYS INC Service code 13 · EIN 68-0348235 2440 PROFESSIONAL DRIVE SUITE 100 · ROSEVILLE, CA 95661 | Contract Administrator | $2,079 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $306 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $54,531 | $65,376-16.6% | $87,100-37.4% | $65,185-16.3% |
| Participation rate | 55.7% | 75.3%-19.6pp | 76.9%-21.2pp | 70.2%-14.5pp |
| Annual return | 4.58% | 31.27%-26.7pp | 28.19%-23.6pp | 29.38%-24.8pp |
| Employer contribution / active EE | $1,866 | $1,822+2.4% | $2,521-26.0% | $2,177-14.3% |
| Participant deferral / active EE | $2,399 | $3,388-29.2% | $4,049-40.7% | $3,514-31.7% |
| Admin fee / account holder | $269 | $520-48.2% | $7,497-96.4% | $847-68.2% |