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 FINANCIAL1 year Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $26,874 |
Filed as: GREAT-WEST LIFE AND ANNUITY INSURAN Service code 64 815 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,049 |
T. E. LOTT AND COMPANY1 year Service code 13 221 7TH STREET NORTH · COLUMBUS, MS 39703 | Contract Administrator | $7,100 |
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 | $42,295 | $65,376-35.3% | $87,100-51.4% | $65,185-35.1% |
| Participation rate | 80.4% | 75.3%+5.1pp | 76.9%+3.6pp | 70.2%+10.2pp |
| Annual return | 19.82% | 31.27%-11.5pp | 28.19%-8.4pp | 29.38%-9.6pp |
| Employer contribution / active EE | $1,041 | $1,822-42.9% | $2,521-58.7% | $2,177-52.2% |
| Participant deferral / active EE | $2,709 | $3,388-20.0% | $4,049-33.1% | $3,514-22.9% |
| Admin fee / account holder | $126 | $520-75.7% | $7,497-98.3% | $847-85.1% |