See peer percentile detail. $4.99 for your first month.
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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 FINANCIAL4 years Filed as: FORTUNE FINANCIAL SERVICES INC. Service code 27 1010 3RD AVENUE · NEW BRIGHTON, PA 15066 | Advisory (Plan) | $24,787 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW ASSURANCE Service code 99 56 CESAR E. CHAVEZ AVE SW #100 · GRAND RAPIDS, MI 495034036 | Other Fees | $4,300 |
WATKINS ROSS6 years Service code 13 · EIN 38-1477362 200 OTTAWA AVE NW · GRAND RAPIDS, MI 495032426 | Contract Administrator | $2,644 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $708 |
Filed as: RELIASTAR LIFE INSURANCE CO. Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,032 | $56,317+4.8% | $71,209-17.1% | $74,304-20.6% |
| Participation rate | 31.8% | 55.1%-23.3pp | 73.8%-41.9pp | 60.3%-28.5pp |
| Annual return | 12.89% | 42.83%-29.9pp | 282.51%-269.6pp | 29.43%-16.5pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,387 | $2,788-50.3% | $4,175-66.8% | $3,767-63.2% |
| Admin fee / account holder | $1 | $2,290-100.0% | $5,349-100.0% | $2,969-100.0% |