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 FINANCIAL2 years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $157,223 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $121,109 |
T. E. LOTT AND COMPANY1 year Filed as: T.E. LOTT & COMPANY, P.A. Service code 13 221 7TH STREET NORTH · COLUMBUS, MS 39703 | Contract Administrator | $13,283 |
Filed as: NAIL MCKINNEY PROFESSIONAL ASSOC. Service code 13 | Contract Administrator | $833 |
Filed as: NAIL MCKINNEY PROFESSIONAL Service code 13 ASSOCIATION · TUPELO, MS 388020196 | Contract Administrator | -$417 |
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 | $50,084 | $122,693-59.2% | $184,203-72.8% | $199,593-74.9% |
| Participation rate | 80.3% | 86.8%-6.5pp | 86.8%-6.6pp | 72.0%+8.3pp |
| Annual return | 12.98% | 143.91%-130.9pp | 28.81%-15.8pp | 34.25%-21.3pp |
| Employer contribution / active EE | $1,587 | $4,584-65.4% | $6,427-75.3% | $3,034-47.7% |
| Participant deferral / active EE | $4,996 | $7,990-37.5% | $9,131-45.3% | $5,087-1.8% |
| Admin fee / account holder | $238 | $121+97.3% | $13,901-98.3% | $269-11.5% |