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 |
|---|---|---|
STRATOS WEALTH PARTNERS5 years Filed as: STRATOS WEALTH PARTNERS LLC Service code 27 · EIN 27-5273468 | Advisory (Plan) | $21,290 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,269 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,917 |
Service code 13 · EIN 31-1582098 | Contract Administrator | $7,000 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $2,559 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,283 | $81,908+56.6% | $90,749+41.4% | $64,808+97.9% |
| Participation rate | 67.6% | 80.5%-12.9pp | 75.7%-8.1pp | 71.5%-3.9pp |
| Annual return | -16.35% | -12.53%-3.8pp | -12.16%-4.2pp | 32.82%-49.2pp |
| Employer contribution / active EE | $2,978 | $3,065-2.9% | $2,921+1.9% | $2,506+18.8% |
| Participant deferral / active EE | $4,589 | $4,840-5.2% | $4,564+0.6% | $4,310+6.5% |
| Admin fee / account holder | $267 | $157+70.0% | $8,445-96.8% | $188+42.2% |