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 |
|---|---|---|
LINSCO/PRIVATE LEDGER CORP2 years Service code 55 9785 TOWNE CENTRE DR. · SAN DIEGO, CA 92121 | Other Commissions | $11,490 |
TRINITY PENSION GROUP, LLC3+ years Filed as: TRINITY PENSION GROUP Service code 13 4196 MENDENHALL OAKS PKWY · HIGH POINT, NC 27265 | Contract Administrator | $9,848 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,944 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,225 | $58,726-70.7% | $92,233-81.3% | $62,292-72.3% |
| Participation rate | 95.6% | 68.3%+27.3pp | 76.5%+19.2pp | 69.5%+26.1pp |
| Annual return | 20.81% | 43.62%-22.8pp | 176.28%-155.5pp | 28.90%-8.1pp |
| Employer contribution / active EE | $2,170 | $2,392-9.3% | $3,679-41.0% | $2,042+6.3% |
| Participant deferral / active EE | $2,321 | $2,766-16.1% | $3,897-40.4% | $3,169-26.8% |
| Admin fee / account holder | $21 | $556-96.2% | $5,194-99.6% | $479-95.6% |