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 FINANCIAL9 years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $36,695 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,577 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 | Contract Administrator | $7,338 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,878 |
Filed as: RETIREMENT PLAN CONCEPTS & SVCS INC Service code 13 10319 DAWSONS CREEK BLVD. · FORT WAYNE, IN 46825 | Contract Administrator | $1,050 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,588 | $88,083-42.6% | $164,813-69.3% | $74,495-32.1% |
| Participation rate | 93.6% | 73.0%+20.5pp | 78.6%+15.0pp | 67.2%+26.4pp |
| Annual return | 10.96% | 17.26%-6.3pp | 69.93%-59.0pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $1,529 | $2,593-41.0% | $4,341-64.8% | $2,623-41.7% |
| Participant deferral / active EE | $3,319 | $4,498-26.2% | $6,031-45.0% | $4,346-23.6% |
| Admin fee / account holder | $443 | $2,234-80.2% | $12,690-96.5% | $1,942-77.2% |