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 Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $19,069 |
PINPOINT FINANCIAL, LLC3+ years Service code 13 3238 PLAYERS CLUB CIRCLE · MEMPHIS, TN 38125 | Contract Administrator | $6,886 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,475 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
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 | $77,756 | $58,726+32.4% | $92,233-15.7% | $62,292+24.8% |
| Participation rate | 70.4% | 68.3%+2.0pp | 76.5%-6.1pp | 69.5%+0.9pp |
| Annual return | 17.86% | 43.62%-25.8pp | 176.28%-158.4pp | 28.90%-11.0pp |
| Employer contribution / active EE | $2,384 | $2,392-0.3% | $3,679-35.2% | $2,042+16.8% |
| Participant deferral / active EE | $3,240 | $2,766+17.2% | $3,897-16.8% | $3,169+2.3% |
| Admin fee / account holder | $112 | $556-79.9% | $5,194-97.8% | $479-76.6% |