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 FINANCIAL6+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $53,621 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $13,456 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,695 | $72,254+2.0% | $86,677-15.0% | $64,808+13.7% |
| Participation rate | 57.2% | 80.4%-23.2pp | 76.6%-19.4pp | 71.5%-14.3pp |
| Annual return | -16.41% | 392.42%-408.8pp | 35.91%-52.3pp | 32.82%-49.2pp |
| Employer contribution / active EE | $818 | $2,393-65.8% | $2,836-71.2% | $2,506-67.4% |
| Participant deferral / active EE | $2,543 | $4,658-45.4% | $4,656-45.4% | $4,310-41.0% |
| Admin fee / account holder | $330 | $174+89.9% | $7,493-95.6% | $188+75.8% |