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 FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 99 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Fees | $5,234 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,241 |
LPL FINANCIAL1+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $2,879 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: KDP RETIREMENT PLAN SERVICES, INC Service code 13 3060 LAKE EASTBROOKE BLVD. SE · GRAND RAPIDS, MI 49512 | Contract Administrator | $2,503 |
Filed as: EMPOWER RETIREMENT ADVISORY SVC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $113 |
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 | $24,241 | $43,423-44.2% | $78,689-69.2% | $55,167-56.1% |
| Participation rate | 66.4% | 68.0%-1.7pp | 73.6%-7.2pp | 69.0%-2.6pp |
| Annual return | 8.31% | 11.53%-3.2pp | 62.18%-53.9pp | 169.23%-160.9pp |
| Employer contribution / active EE | $403 | $1,997-79.8% | $2,851-85.8% | $1,963-79.4% |
| Participant deferral / active EE | $2,226 | $2,509-11.3% | $3,517-36.7% | $3,054-27.1% |
| Admin fee / account holder | $61 | $416-85.4% | $4,510-98.7% | $504-87.9% |