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 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,032 | $47,105+25.3% | $68,368-13.7% | $67,986-13.2% |
| Participation rate | 31.8% | 51.8%-19.9pp | 73.8%-41.9pp | 57.2%-25.4pp |
| Annual return | 12.89% | 48.37%-35.5pp | 292.57%-279.7pp | 31.67%-18.8pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,387 | $2,374-41.6% | $4,123-66.4% | $3,358-58.7% |
| Admin fee / account holder | $1 | $2,435-100.0% | $5,150-100.0% | $3,203-100.0% |