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 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $2,685 |
UNITED BENEFIT PENSIONS INC.4+ years Service code 13 · EIN 36-4517541 175 BROADHOLLOW ROAD, SUITE 160 · MELVILLE, NY 11747 | Contract Administrator | $1,637 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 · EIN 95-6817943 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,600 |
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 | $31,946 | $73,102-56.3% | $123,544-74.1% | $56,287-43.2% |
| Participation rate | 65.0% | 74.3%-9.3pp | 82.3%-17.3pp | 69.9%-4.9pp |
| Annual return | -4.74% | 3.01%-7.7pp | 119.20%-123.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $361 | $2,977-87.9% | $4,628-92.2% | $2,111-82.9% |
| Participant deferral / active EE | $3,098 | $5,423-42.9% | $6,426-51.8% | $3,350-7.5% |
| Admin fee / account holder | $34 | $554-93.9% | $9,284-99.6% | $521-93.5% |