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 FINANCIAL10+ years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $32,568 |
WC ADMINISTRATORS, LLC11+ years Service code 13 · EIN 20-1663072 6995 UNION PARK CENTER, SUITE 320 · MIDVALE, UT 84047 | Contract Administrator | $12,044 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,123 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,811 | $81,625+76.2% | $167,512-14.1% | $74,304+93.5% |
| Participation rate | 78.2% | 60.0%+18.2pp | 77.1%+1.1pp | 60.3%+17.9pp |
| Annual return | 17.44% | 26.09%-8.6pp | 1615.79%-1598.3pp | 29.43%-12.0pp |
| Employer contribution / active EE | $2,250 | $2,010+11.9% | $3,882-42.0% | $2,241+0.4% |
| Participant deferral / active EE | $6,250 | $4,115+51.9% | $6,405-2.4% | $3,767+65.9% |
| Admin fee / account holder | $340 | $3,474-90.2% | $9,769-96.5% | $2,969-88.5% |