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 9-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 Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $66,177 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,587 |
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 | $133,439 | $331,159-59.7% | $112,887+18.2% | $74,419+79.3% |
| Participation rate | 99.2% | 81.4%+17.8pp | 80.5%+18.7pp | 70.7%+28.5pp |
| Annual return | 19.38% | 21.62%-2.2pp | 34.10%-14.7pp | 34.38%-15.0pp |
| Employer contribution / active EE | $10,867 | $5,469+98.7% | $4,563+138.1% | $2,637+312.0% |
| Participant deferral / active EE | $14,690 | $8,097+81.4% | $6,513+125.5% | $4,528+224.4% |
| Admin fee / account holder | $6 | $281-97.9% | $7,047-99.9% | $348-98.3% |