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 | $15,628 |
LPL FINANCIAL7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,637 | $102,553+34.2% | $151,611-9.2% | $66,914+105.7% |
| Participation rate | 70.2% | 85.5%-15.3pp | 87.5%-17.3pp | 69.8%+0.4pp |
| Annual return | -14.97% | -10.82%-4.1pp | 3.33%-18.3pp | 1.58%-16.5pp |
| Employer contribution / active EE | $509 | $4,180-87.8% | $6,166-91.7% | $2,544-80.0% |
| Participant deferral / active EE | $9,199 | $6,641+38.5% | $8,363+10.0% | $4,237+117.1% |
| Admin fee / account holder | $137 | $630-78.2% | $11,616-98.8% | $593-76.9% |