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 FINANCIAL2+ years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $52,887 |
HORTY & HORTY, P.A.2+ years Service code 10 503 CARR ROAD, STE 120 · WILMINGTON, DE 19809 | Accounting | $11,400 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $5,956 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $260 |
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 | $56,769 | $31,370+81.0% | $74,583-23.9% | $63,975-11.3% |
| Participation rate | 37.1% | 42.6%-5.4pp | 68.1%-31.0pp | 71.1%-34.0pp |
| Annual return | 8.54% | -105.16%+113.7pp | 20.47%-11.9pp | 48.65%-40.1pp |
| Employer contribution / active EE | $216 | $822-73.7% | $2,525-91.4% | $2,182-90.1% |
| Participant deferral / active EE | $1,213 | $1,560-22.3% | $3,458-64.9% | $3,356-63.9% |
| Admin fee / account holder | $0 | $77-100.0% | $4,138-100.0% | $70-100.0% |