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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $3,770 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $2,985 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,200 | $80,753-14.3% | $136,294-49.2% | $62,292+11.1% |
| Participation rate | 64.5% | 73.5%-9.0pp | 81.9%-17.4pp | 69.5%-5.0pp |
| Annual return | 44.73% | 35.83%+8.9pp | 5155.94%-5111.2pp | 28.90%+15.8pp |
| Employer contribution / active EE | $2,902 | $2,884+0.6% | $4,695-38.2% | $2,042+42.1% |
| Participant deferral / active EE | $7,827 | $5,164+51.6% | $6,247+25.3% | $3,169+147.0% |
| Admin fee / account holder | $30 | $525-94.3% | $9,243-99.7% | $479-93.8% |