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 |
|---|---|---|
LPL FINANCIAL3 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,075 |
STANCE CAPITAL1 year Filed as: STANCE CAPITAL LLC Service code 27 · EIN 81-5170907 | Advisory (Plan) | $18,075 |
Filed as: CWM RETIREMENT PLAN SVC Service code 13 · EIN 27-2594403 | Contract Administrator | $17,677 |
Filed as: GREAT WEST LIFE & ANNUNITY INS Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $10,928 |
RAPHAEL AND RAPHAEL, LLP1 year Service code 10 · EIN 04-2205126 | Accounting | $8,700 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 · EIN 84-0532243 | Investment Management | $489 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $7,249 | $100,801-92.8% | $149,696-95.2% | $73,409-90.1% |
| Participation rate | 83.3% | 77.7%+5.6pp | 82.5%+0.8pp | 72.2%+11.1pp |
| Annual return | 26.83% | 265.34%-238.5pp | 276.60%-249.8pp | 59.29%-32.5pp |
| Employer contribution / active EE | $205 | $3,312-93.8% | $4,644-95.6% | $2,234-90.8% |
| Participant deferral / active EE | $1,465 | $6,404-77.1% | $6,842-78.6% | $3,805-61.5% |
| Admin fee / account holder | $108 | $181-40.1% | $9,309-98.8% | $158-31.4% |