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 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $31,156 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,850 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,769 |
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 | $38,061 | $56,443-32.6% | $83,848-54.6% | $55,725-31.7% |
| Participation rate | 54.0% | 72.0%-18.0pp | 76.1%-22.1pp | 70.9%-16.8pp |
| Annual return | -5.13% | 393.67%-398.8pp | 850.88%-856.0pp | 244.93%-250.1pp |
| Employer contribution / active EE | $1,195 | $2,682-55.4% | $3,631-67.1% | $2,078-42.5% |
| Participant deferral / active EE | $1,955 | $2,965-34.1% | $4,082-52.1% | $3,356-41.7% |
| Admin fee / account holder | $28 | $156-81.9% | $5,478-99.5% | $115-75.4% |