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: LPL FINANCIAL LLC Service code 99 PO BOX 502533 · SN DIEGO, CA 92150 | Other Fees | $17,774 |
JPMORGAN INVEST HOLDINGS LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $670 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $179 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,981 | $58,083-46.7% | $80,019-61.3% | $56,287-45.0% |
| Participation rate | 95.1% | 73.6%+21.5pp | 75.8%+19.3pp | 69.9%+25.3pp |
| Annual return | -6.47% | 34.61%-41.1pp | 11.22%-17.7pp | -9.96%+3.5pp |
| Employer contribution / active EE | $912 | $1,932-52.8% | $2,468-63.0% | $2,111-56.8% |
| Participant deferral / active EE | $3,026 | $3,135-3.5% | $3,686-17.9% | $3,350-9.7% |
| Admin fee / account holder | $82 | $623-86.8% | $6,521-98.7% | $521-84.3% |