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) | $124,244 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $91,428 |
Filed as: NAIL MCKINNEY PROFESSIONAL ASSOC. Service code 13 | Contract Administrator | $50,000 |
Filed as: NAIL MCKINNEY PROFESSIONAL Service code 13 ASSOCIATION · TUPELO, MS 388020196 | Contract Administrator | $0 |
Employer contribution per participant 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 | $43,781 | $100,227-56.3% | $169,993-74.2% | $74,419-41.2% |
| Participation rate | 81.8% | 87.3%-5.5pp | 87.0%-5.2pp | 70.7%+11.1pp |
| Annual return | 24.82% | 66.08%-41.3pp | 53.37%-28.6pp | 34.38%-9.6pp |
| Employer contribution / active EE | $1,463 | $4,263-65.7% | $6,785-78.4% | $2,637-44.5% |
| Participant deferral / active EE | $4,932 | $7,143-30.9% | $10,408-52.6% | $4,528+8.9% |
| Admin fee / account holder | $185 | $234-21.2% | $12,815-98.6% | $348-46.9% |