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 FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $31,535 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. Service code 64 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,332 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 | Contract Administrator | $6,306 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,867 |
Filed as: RETIREMENT PLAN CONCEPTS & SVCS INC Service code 13 10319 DAWSONS CREEK BLVD. · FORT WAYNE, IN 46825 | Contract Administrator | $825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $163,447 | $99,985+63.5% | $146,665+11.4% | $85,850+90.4% |
| Participation rate | 0.0% | 73.1%-73.1pp | 80.1%-80.1pp | 69.3%-69.3pp |
| Annual return | 12.40% | 18.93%-6.5pp | 22.74%-10.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $1,234 | $2,559-51.8% | $4,136-70.2% | $2,565-51.9% |
| Participant deferral / active EE | $3,535 | $4,006-11.8% | $5,506-35.8% | $3,952-10.6% |
| Admin fee / account holder | $1,353 | $7,702-82.4% | $10,280-86.8% | $6,260-78.4% |