See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 27 P O BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $24,204 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $17,959 |
OSAIC WEALTH INC2 years Filed as: OSAIC FA INC Service code 27 1300 S CLINTON ST · FORT WAYNE, IN 46802 | Advisory (Plan) | $7,710 |
Service code 15 · EIN 33-0499726 | Recordkeeping | $4,918 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,730 | $66,098+174.9% | $101,794+78.5% | $74,304+144.6% |
| Participation rate | 97.0% | 53.8%+43.2pp | 69.2%+27.8pp | 60.3%+36.6pp |
| Annual return | 13.84% | 19.59%-5.7pp | 30.53%-16.7pp | 29.43%-15.6pp |
| Employer contribution / active EE | $7,950 | $1,082+635.1% | $2,289+247.3% | $2,241+254.7% |
| Participant deferral / active EE | $5,468 | $2,781+96.6% | $4,084+33.9% | $3,767+45.1% |
| Admin fee / account holder | $345 | $4,146-91.7% | $8,777-96.1% | $2,969-88.4% |