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 | $600 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL LLC Service code 61 · EIN 04-3046611 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $138,113 | $136,307+1.3% | $177,821-22.3% | $73,488+87.9% |
| Participation rate | 69.0% | 86.1%-17.1pp | 87.7%-18.7pp | 70.7%-1.6pp |
| Annual return | 17.96% | 18.68%-0.7pp | 48.32%-30.4pp | 28.51%-10.6pp |
| Employer contribution / active EE | $498 | $3,712-86.6% | $5,918-91.6% | $2,270-78.1% |
| Participant deferral / active EE | $7,502 | $5,829+28.7% | $7,714-2.8% | $3,740+100.6% |
| Admin fee / account holder | $5 | $596-99.1% | $12,427-100.0% | $513-99.0% |