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 |
|---|---|---|
MUTUAL ADVISORS LLC8+ years Service code 27 PO BOX 2864 · CAMARILLO, CA 930112864 | Advisory (Plan) | $63,331 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,276 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $26,429 |
HODDER INVESTMENTS LLC2 years Service code 27 1551 THREE CROWNS DR STE 100 · CASPER, WY 82604 | Advisory (Plan) | $3,666 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,717 | $92,971+80.4% | $96,683+73.5% | $74,419+125.4% |
| Participation rate | 84.8% | 71.5%+13.2pp | 74.3%+10.4pp | 70.7%+14.0pp |
| Annual return | 5.29% | 37.49%-32.2pp | 35.69%-30.4pp | 34.38%-29.1pp |
| Employer contribution / active EE | $3,761 | $3,426+9.8% | $3,737+0.7% | $2,637+42.6% |
| Participant deferral / active EE | $9,735 | $3,970+145.2% | $4,878+99.6% | $4,528+115.0% |
| Admin fee / account holder | $353 | $633-44.3% | $6,730-94.8% | $348+1.4% |