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 |
|---|---|---|
MARCUM LLP1 year Service code 10 · EIN 11-1986323 | Accounting | $14,990 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $10,103 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $2,125 |
Service code 37 · EIN 04-2647786 | Loan Processing | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,214 | $76,367+18.1% | $93,606-3.6% | $72,985+23.6% |
| Participation rate | 57.8% | 71.7%-14.0pp | 75.8%-18.1pp | 69.5%-11.7pp |
| Annual return | 19.00% | 25.82%-6.8pp | 32.76%-13.8pp | 81.00%-62.0pp |
| Employer contribution / active EE | $563 | $2,275-75.3% | $2,718-79.3% | $2,440-76.9% |
| Participant deferral / active EE | $1,551 | $3,538-56.1% | $4,069-61.9% | $3,607-57.0% |
| Admin fee / account holder | $201 | $6,838-97.1% | $7,888-97.4% | $5,124-96.1% |