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 FINANCIAL2 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $89,760 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,767 |
WINDES, INC.5 years Filed as: WINDES INC Service code 10 111 W OCEAN BLVD 22ND FL · LONG BEACH, CA 90802 | Accounting | $17,300 |
Service code 27 1212 LUKER DR · CASPER, WY 82609 | Advisory (Plan) | $7,405 |
HODDER INVESTMENTS LLC3 years Service code 27 1551THREE CROWNS DR STE 100 · CASPER, WY 82604 | Advisory (Plan) | $6,988 |
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 | $206,645 | $82,917+149.2% | $103,333+100.0% | $77,643+166.1% |
| Participation rate | 82.7% | 71.6%+11.1pp | 74.5%+8.2pp | 70.6%+12.1pp |
| Annual return | 25.92% | 19.13%+6.8pp | 24.88%+1.0pp | 31.24%-5.3pp |
| Employer contribution / active EE | $3,809 | $3,552+7.2% | $3,868-1.5% | $2,726+39.7% |
| Participant deferral / active EE | $10,493 | $4,108+155.4% | $5,057+107.5% | $4,647+125.8% |
| Admin fee / account holder | $419 | $638-34.4% | $8,355-95.0% | $430-2.7% |