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 FINANCIAL7 years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $47,763 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,154 |
THE RYDING COMPANY10+ years Service code 13 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $10,074 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,483 | $55,415+398.9% | $155,509+77.8% | $74,495+271.1% |
| Participation rate | 94.1% | 61.9%+32.2pp | 78.2%+15.9pp | 67.2%+26.9pp |
| Annual return | 12.19% | 268.50%-256.3pp | 64.67%-52.5pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $6,117 | $2,267+169.8% | $4,672+30.9% | $2,623+133.2% |
| Participant deferral / active EE | $10,736 | $2,836+278.6% | $5,626+90.8% | $4,346+147.0% |
| Admin fee / account holder | $497 | $1,738-71.4% | $15,912-96.9% | $1,942-74.4% |