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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $89,923 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $32,137 |
COWAN, GUNTESKI & CO, P.A.3 years Service code 10 · EIN 22-2426149 | Accounting | $18,000 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,369 | $107,459-70.8% | $135,903-76.9% | $80,160-60.9% |
| Participation rate | 65.0% | 78.0%-13.0pp | 81.9%-16.9pp | 72.9%-7.9pp |
| Annual return | 24.55% | 91.91%-67.4pp | 68.23%-43.7pp | 40.38%-15.8pp |
| Employer contribution / active EE | $0 | $3,877-100.0% | $4,856-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $7,479 | $8,195-8.7% | $7,758-3.6% | $5,017+49.1% |
| Admin fee / account holder | $90 | $127-28.9% | $10,762-99.2% | $145-37.7% |