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 6-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 Service code 15 · EIN 04-3046611 | Recordkeeping | $0 |
MEYERS BROTHERS KALICKA, PC3+ years Service code 15 · EIN 04-2713795 | Recordkeeping | $0 |
ASCENSUS LLC2 years Filed as: THE HILB GROUP OF NEW ENGLAND, LLC Service code 15 · EIN 47-4324398 931 JEFFERSON BLVD · WARWICK, RI 02886 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $112,806 | $71,666+57.4% | $117,854-4.3% | $69,631+62.0% |
| Participation rate | 26.0% | 77.5%-51.5pp | 79.7%-53.6pp | 70.7%-44.7pp |
| Annual return | 13.61% | 18.86%-5.2pp | 335.08%-321.5pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $498 | $1,889-73.6% | $3,786-86.8% | $2,032-75.5% |
| Participant deferral / active EE | $987 | $3,340-70.4% | $4,482-78.0% | $3,224-69.4% |
| Admin fee / account holder | $57 | $120-52.7% | $8,020-99.3% | $110-48.4% |