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 |
|---|---|---|
Filed as: 1834 INVESTMENT ADVISORS Service code 27 511 N BROADWAY STE 801 · MILWAUKEE, WI 53202 | Advisory (Plan) | $23,314 |
LPL FINANCIAL9+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $12,659 |
EPIC RETIREMENT PLAN SERVICES9+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $6,375 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,467 | $98,727+6.8% | $113,168-6.8% | $85,563+23.3% |
| Participation rate | 60.7% | 80.8%-20.1pp | 76.6%-15.9pp | 66.0%-5.3pp |
| Annual return | 15.40% | 17.43%-2.0pp | 24.27%-8.9pp | 31.51%-16.1pp |
| Employer contribution / active EE | $1,078 | $2,907-62.9% | $2,975-63.8% | $2,654-59.4% |
| Participant deferral / active EE | $2,884 | $5,424-46.8% | $5,107-43.5% | $4,375-34.1% |
| Admin fee / account holder | $265 | $357-25.8% | $12,068-97.8% | $834-68.3% |