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 9-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 |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,758 |
LPL FINANCIAL4 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $13,353 |
MY BENEFITS, LLC4 years Filed as: MY BENEFITS LLC Service code 13 5352 PEACHTREE ROAD · ATLANTA, GA 30341 | Contract Administrator | $8,948 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,675 | $70,908-62.4% | $98,907-73.0% | $73,488-63.7% |
| Participation rate | 85.5% | 73.8%+11.7pp | 76.0%+9.4pp | 70.7%+14.8pp |
| Annual return | 38.88% | 34.17%+4.7pp | 196.43%-157.5pp | 28.51%+10.4pp |
| Employer contribution / active EE | $1,969 | $2,036-3.3% | $2,689-26.8% | $2,270-13.3% |
| Participant deferral / active EE | $3,502 | $3,500+0.1% | $4,244-17.5% | $3,740-6.4% |
| Admin fee / account holder | $176 | $535-67.1% | $6,642-97.4% | $513-65.7% |