See peer percentile detail. $4.99 for your first month.
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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 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $9,500 |
Filed as: RETIREMENT PLAN ADVISOR SEARCH Service code 13 2653 DANDELION DR · HIGH POINT, NC 27265 | Contract Administrator | $3,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $276 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,848 | $46,292-22.6% | $143,757-75.1% | $64,808-44.7% |
| Participation rate | 58.3% | 64.2%-5.9pp | 80.3%-22.0pp | 71.5%-13.1pp |
| Annual return | -17.69% | -10.05%-7.6pp | -0.04%-17.7pp | 32.82%-50.5pp |
| Employer contribution / active EE | $1,355 | $1,910-29.0% | $4,951-72.6% | $2,506-45.9% |
| Participant deferral / active EE | $2,396 | $2,646-9.4% | $5,637-57.5% | $4,310-44.4% |
| Admin fee / account holder | $79 | $154-48.4% | $14,673-99.5% | $188-57.7% |