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 FINANCIAL3 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 | $25,969 |
Service code 27 152 N DURBIN ST STE 120 · CASPER, WY 82601 | Advisory (Plan) | $4,895 |
CORTNIE HODDER INVESTENT LLC2 years Service code 27 1212 LUKER DR · CASPER, WY 82609 | Advisory (Plan) | $3,023 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,945 | $95,880+145.0% | $107,525+118.5% | $85,563+174.6% |
| Participation rate | 84.3% | 70.1%+14.1pp | 75.1%+9.2pp | 66.0%+18.3pp |
| Annual return | 16.56% | 68.06%-51.5pp | 181.32%-164.8pp | 31.51%-15.0pp |
| Employer contribution / active EE | $3,486 | $3,812-8.6% | $3,754-7.1% | $2,654+31.4% |
| Participant deferral / active EE | $10,963 | $4,201+160.9% | $5,116+114.3% | $4,375+150.6% |
| Admin fee / account holder | $292 | $1,025-71.5% | $8,919-96.7% | $834-65.0% |