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 |
|---|---|---|
LIFETIME BENEFIT SOLUTIONS6+ years Service code 15 · EIN 16-1171765 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,944 | $73,638+5.8% | $95,952-18.8% | $73,488+6.1% |
| Participation rate | 80.8% | 76.2%+4.7pp | 77.1%+3.8pp | 70.7%+10.2pp |
| Annual return | 10.76% | 16.78%-6.0pp | 91.61%-80.8pp | 28.51%-17.7pp |
| Employer contribution / active EE | $593 | $1,863-68.2% | $2,541-76.7% | $2,270-73.9% |
| Participant deferral / active EE | $2,941 | $3,617-18.7% | $4,167-29.4% | $3,740-21.4% |
| Admin fee / account holder | $90 | $482-81.3% | $6,795-98.7% | $513-82.4% |