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 |
|---|---|---|
Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 7755 3RD STREET · OAKDALE, MN 55128 | Advisory (Plan) | $17,588 |
LPL FINANCIAL7 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $8,141 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $3,675 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,160 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,292 | $76,050-2.3% | $96,544-23.0% | $71,457+4.0% |
| Participation rate | 56.8% | 74.4%-17.6pp | 76.0%-19.2pp | 67.9%-11.2pp |
| Annual return | 10.36% | 22.81%-12.5pp | 25.84%-15.5pp | 28.85%-18.5pp |
| Employer contribution / active EE | $2,243 | $2,2440% | $2,965-24.3% | $2,588-13.3% |
| Participant deferral / active EE | $2,900 | $4,215-31.2% | $4,851-40.2% | $4,289-32.4% |
| Admin fee / account holder | $42 | $2,707-98.4% | $8,252-99.5% | $1,587-97.3% |