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 FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $28,013 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. Service code 64 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,142 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 | Contract Administrator | $5,602 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,359 |
Filed as: RETIREMENT PLAN CONCEPTS & SVCS INC Service code 13 10319 DAWSONS CREEK BLVD. · FORT WAYNE, IN 46825 | Contract Administrator | $1,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,049 | $81,474-45.9% | $133,956-67.1% | $73,488-40.1% |
| Participation rate | 96.0% | 76.4%+19.7pp | 79.8%+16.2pp | 70.7%+25.4pp |
| Annual return | 12.67% | 19.40%-6.7pp | 45.09%-32.4pp | 28.51%-15.8pp |
| Employer contribution / active EE | $1,123 | $2,209-49.2% | $3,919-71.3% | $2,270-50.5% |
| Participant deferral / active EE | $3,038 | $3,786-19.8% | $5,048-39.8% | $3,740-18.8% |
| Admin fee / account holder | $342 | $713-52.0% | $8,927-96.2% | $513-33.3% |