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 Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $33,236 |
Filed as: GREAT-WEST LIFE AND ANNUITY INSURAN Service code 64 815 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,726 |
T. E. LOTT AND COMPANY3 years Service code 13 221 7TH STREET NORTH · COLUMBUS, MS 39703 | Contract Administrator | $6,475 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,858 | $84,936-46.0% | $111,297-58.8% | $79,386-42.2% |
| Participation rate | 81.5% | 75.9%+5.7pp | 77.3%+4.2pp | 70.7%+10.8pp |
| Annual return | 11.33% | 17.45%-6.1pp | 54.65%-43.3pp | 116.85%-105.5pp |
| Employer contribution / active EE | $1,110 | $1,979-43.9% | $2,731-59.4% | $2,427-54.3% |
| Participant deferral / active EE | $3,103 | $3,888-20.2% | $4,487-30.9% | $4,046-23.3% |
| Admin fee / account holder | $148 | $537-72.4% | $7,964-98.1% | $626-76.4% |