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 FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $19,425 |
GOLDLEAF PARTNERS2 years Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 8009 34TH AVE S, SUITE 320 · MINNEAPOLIS, MN 55425 | Contract Administrator | $8,386 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $76,437 | $66,310+15.3% | $93,606-18.3% | $65,185+17.3% |
| Participation rate | 79.6% | 74.0%+5.6pp | 75.8%+3.8pp | 70.2%+9.4pp |
| Annual return | 25.64% | 42.58%-16.9pp | 32.76%-7.1pp | 29.38%-3.7pp |
| Employer contribution / active EE | $1,146 | $2,012-43.1% | $2,718-57.8% | $2,177-47.4% |
| Participant deferral / active EE | $3,250 | $3,342-2.7% | $4,069-20.1% | $3,514-7.5% |
| Admin fee / account holder | $243 | $6,897-96.5% | $7,888-96.9% | $847-71.3% |