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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,491 |
LPL FINANCIAL7 years Service code 27 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $14,802 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $14,091 |
Filed as: RETIREMENT PLAN SOLUTIONS INC Service code 13 535 KEISLER DRIVE · CARY, NC 27518 | Contract Administrator | $3,620 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL, LLC Service code 27 | Advisory (Plan) | $0 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 56-1762637 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,350 | $65,557+62.2% | $64,056+66.0% | $71,457+48.8% |
| Participation rate | 59.0% | 73.2%-14.1pp | 72.3%-13.3pp | 67.9%-8.9pp |
| Annual return | 8.16% | 18.94%-10.8pp | 33.69%-25.5pp | 28.85%-20.7pp |
| Employer contribution / active EE | $2,663 | $2,669-0.2% | $2,747-3.0% | $2,588+2.9% |
| Participant deferral / active EE | $3,757 | $3,626+3.6% | $3,880-3.2% | $4,289-12.4% |
| Admin fee / account holder | $396 | $616-35.8% | $3,068-87.1% | $1,587-75.1% |