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 FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $31,052 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,437 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 | Contract Administrator | $6,210 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,455 |
Filed as: RETIREMENT PLAN CONCEPTS & SVCS INC Service code 13 10319 DAWSONS CREEK BLVD. · FORT WAYNE, IN 46825 | Contract Administrator | $1,550 |
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 | $47,383 | $82,978-42.9% | $129,995-63.5% | $71,457-33.7% |
| Participation rate | 96.1% | 74.1%+22.0pp | 78.5%+17.6pp | 67.9%+28.2pp |
| Annual return | 14.55% | 20.60%-6.1pp | -137.18%+151.7pp | 28.85%-14.3pp |
| Employer contribution / active EE | $1,153 | $2,622-56.0% | $4,320-73.3% | $2,588-55.4% |
| Participant deferral / active EE | $3,434 | $4,432-22.5% | $5,820-41.0% | $4,289-19.9% |
| Admin fee / account holder | $408 | $1,729-76.4% | $10,614-96.2% | $1,587-74.3% |