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 37 · EIN 04-2647786 | Loan Processing | $1,050 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 61 · EIN 04-3046611 | Finders' fees / placement fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $97,368 | $89,739+8.5% | $149,718-35.0% | $62,292+56.3% |
| Participation rate | 70.5% | 85.1%-14.6pp | 87.1%-16.6pp | 69.5%+1.0pp |
| Annual return | 17.18% | 21.01%-3.8pp | 1501.63%-1484.4pp | 28.90%-11.7pp |
| Employer contribution / active EE | $358 | $3,233-88.9% | $5,445-93.4% | $2,042-82.5% |
| Participant deferral / active EE | $6,195 | $4,797+29.1% | $6,569-5.7% | $3,169+95.5% |
| Admin fee / account holder | $8 | $551-98.6% | $11,283-99.9% | $479-98.4% |