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 | $675 |
LPL FINANCIAL4+ 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 | $119,832 | $98,982+21.1% | $162,163-26.1% | $65,185+83.8% |
| Participation rate | 71.0% | 85.8%-14.7pp | 87.6%-16.5pp | 70.2%+0.8pp |
| Annual return | 24.21% | 24.84%-0.6pp | 115.59%-91.4pp | 29.38%-5.2pp |
| Employer contribution / active EE | $413 | $3,467-88.1% | $5,614-92.6% | $2,177-81.0% |
| Participant deferral / active EE | $6,985 | $5,384+29.7% | $7,298-4.3% | $3,514+98.8% |
| Admin fee / account holder | $5 | $596-99.1% | $10,843-100.0% | $847-99.4% |