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 9-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 |
|---|---|---|
Filed as: EDWARD D. JONES Service code 26 · EIN 43-0345811 | Advisory (Participants) | $5,086 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $3,419 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,313 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $410 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,398 | $69,362-77.8% | $101,248-84.8% | $73,488-79.0% |
| Participation rate | 65.4% | 68.4%-3.0pp | 75.8%-10.4pp | 70.7%-5.3pp |
| Annual return | 21.68% | 18.46%+3.2pp | 46.47%-24.8pp | 28.51%-6.8pp |
| Employer contribution / active EE | $1,354 | $2,628-48.5% | $3,660-63.0% | $2,270-40.3% |
| Participant deferral / active EE | $2,313 | $3,300-29.9% | $4,370-47.1% | $3,740-38.1% |
| Admin fee / account holder | $129 | $704-81.7% | $5,945-97.8% | $513-74.9% |