Filed April 25, 2024
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 |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 21 2353 ALEXANDRIA DR SUITE 100 · LEXINGTON, KY 40504 | Bank Trustee | $1,200 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL CORP. Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
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 | $83,083 | $26,549+212.9% | $61,373+35.4% | $66,914+24.2% |
| Participation rate | 15.5% | 38.1%-22.6pp | 52.6%-37.1pp | 69.8%-54.3pp |
| Annual return | -11.62% | -16.21%+4.6pp | 338.61%-350.2pp | 1.58%-13.2pp |
| Employer contribution / active EE | $676 | $651+3.7% | $1,159-41.7% | $2,544-73.4% |
| Participant deferral / active EE | $1,206 | $1,338-9.8% | $2,125-43.2% | $4,237-71.5% |
| Admin fee / account holder | $24 | $409-94.2% | $2,130-98.9% | $593-96.0% |