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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $23,023 |
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $8,902 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,188 |
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.
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 | $35,550 | $31,424+13.1% | $81,478-56.4% | $69,631-48.9% |
| Participation rate | 63.3% | 50.8%+12.5pp | 68.0%-4.7pp | 70.7%-7.4pp |
| Annual return | 21.34% | 22.44%-1.1pp | 38.78%-17.4pp | 27571.02%-27549.7pp |
| Employer contribution / active EE | $7 | $1,029-99.4% | $2,568-99.7% | $2,032-99.7% |
| Participant deferral / active EE | $5,111 | $1,838+178.0% | $3,537+44.5% | $3,224+58.5% |
| Admin fee / account holder | $4 | $103-96.5% | $4,561-99.9% | $110-96.8% |