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 3-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 FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $17,369 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: KDP RETIREMENT PLAN SERVICES, INC. Service code 13 3060 LAKE EASTBROOK BLVD. SE · GRAND RAPIDS, MI 49512 | Contract Administrator | $4,024 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,960 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,634 | $59,159-51.6% | $159,960-82.1% | $66,914-57.2% |
| Participation rate | 43.1% | 68.1%-25.1pp | 78.0%-34.9pp | 69.8%-26.7pp |
| Annual return | -18.12% | -12.26%-5.9pp | 408.60%-426.7pp | 1.58%-19.7pp |
| Employer contribution / active EE | $665 | $1,983-66.5% | $4,226-84.3% | $2,544-73.9% |
| Participant deferral / active EE | $2,506 | $4,395-43.0% | $6,182-59.5% | $4,237-40.9% |
| Admin fee / account holder | $33 | $591-94.5% | $8,698-99.6% | $593-94.5% |