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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,928 |
Service code 55 1750 RIDGEWAY #D104 · SAUSALITO, CA 94965 | Other Commissions | $7,414 |
Filed as: LOUISIANA AUTOMOBILE DEALERS INC Service code 99 7526 PICARDY AVE · BATON ROUGE, LA 70808 | Other Fees | $1,855 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $165 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,690 | $50,958-22.1% | $74,550-46.8% | $64,186-38.2% |
| Participation rate | 94.1% | 61.1%+33.1pp | 69.1%+25.0pp | 69.6%+24.5pp |
| Annual return | -1.69% | -1.86%+0.2pp | 32.53%-34.2pp | 7.63%-9.3pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,066 | $2,301+163.6% | $3,108+95.2% | $3,470+74.8% |
| Admin fee / account holder | $371 | $4,223-91.2% | $5,060-92.7% | $4,888-92.4% |