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 FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $89,144 |
LPL FINANCIAL1+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $31,526 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,094 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,134 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $939 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,896 | $70,106-55.9% | $80,975-61.8% | $63,975-51.7% |
| Participation rate | 96.4% | 79.4%+17.0pp | 75.8%+20.5pp | 71.1%+25.2pp |
| Annual return | 6.89% | 13.93%-7.0pp | 17.10%-10.2pp | 48.65%-41.8pp |
| Employer contribution / active EE | $2,088 | $2,042+2.3% | $3,714-43.8% | $2,182-4.3% |
| Participant deferral / active EE | $2,694 | $5,245-48.6% | $5,696-52.7% | $3,356-19.7% |
| Admin fee / account holder | $40 | $57-30.1% | $5,516-99.3% | $70-43.4% |