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 13 · EIN 42-0127290 | Contract Administrator | $43,016 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $16,147 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,515 |
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 | $44,276 | $84,948-47.9% | $70,449-37.2% | $73,409-39.7% |
| Participation rate | 46.3% | 79.9%-33.7pp | 75.1%-28.8pp | 72.2%-25.9pp |
| Annual return | 3.80% | 13.39%-9.6pp | 109.03%-105.2pp | 59.29%-55.5pp |
| Employer contribution / active EE | $1,558 | $2,834-45.0% | $2,737-43.1% | $2,234-30.2% |
| Participant deferral / active EE | $2,787 | $3,387-17.7% | $3,709-24.8% | $3,805-26.8% |
| Admin fee / account holder | $178 | $98+81.0% | $3,845-95.4% | $158+12.4% |