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 9-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 FINANCIAL3+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $46,216 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $12,532 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,711 | $73,404+0.4% | $87,100-15.4% | $67,579+9.1% |
| Participation rate | 61.6% | 80.9%-19.2pp | 76.9%-15.2pp | 71.3%-9.7pp |
| Annual return | 24.41% | 48.29%-23.9pp | 28.19%-3.8pp | 378.56%-354.2pp |
| Employer contribution / active EE | $661 | $2,014-67.2% | $2,521-73.8% | $2,148-69.2% |
| Participant deferral / active EE | $2,238 | $3,913-42.8% | $4,049-44.7% | $3,539-36.8% |
| Admin fee / account holder | $245 | $142+73.2% | $7,497-96.7% | $142+72.4% |