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 FINANCIAL4+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $28,365 |
Filed as: BENFIT CONSULTANT GROUP Service code 49 · EIN 23-2383285 | Other Services | $5,271 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,491 | $95,542-55.5% | $69,455-38.8% | $67,579-37.1% |
| Participation rate | 43.2% | 79.4%-36.1pp | 74.6%-31.4pp | 71.3%-28.1pp |
| Annual return | 6.65% | 17.67%-11.0pp | 28.97%-22.3pp | 378.56%-371.9pp |
| Employer contribution / active EE | $1,211 | $2,989-59.5% | $2,779-56.4% | $2,148-43.6% |
| Participant deferral / active EE | $2,023 | $3,263-38.0% | $3,535-42.8% | $3,539-42.8% |
| Admin fee / account holder | $7 | $90-91.9% | $3,839-99.8% | $142-94.9% |