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 13 · EIN 06-1050034 | Contract Administrator | $1,344 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC-RPLP Service code 33 · EIN 95-2834236 | Securities brokerage; Securities brok... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,901 | $75,183-12.3% | $123,892-46.8% | $55,167+19.5% |
| Participation rate | 67.1% | 72.8%-5.7pp | 81.4%-14.3pp | 69.0%-1.9pp |
| Annual return | 10.38% | 19.01%-8.6pp | 47.52%-37.1pp | 169.23%-158.8pp |
| Employer contribution / active EE | $1,605 | $2,823-43.2% | $4,617-65.2% | $1,963-18.2% |
| Participant deferral / active EE | $6,313 | $5,084+24.2% | $5,984+5.5% | $3,054+106.7% |
| Admin fee / account holder | $9 | $663-98.6% | $8,357-99.9% | $504-98.2% |