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 GROUP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $9,665 |
Service code 15 · EIN 23-1735188 | Recordkeeping | $9,108 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 37 · EIN 95-1411037 | Loan Processing | $5,690 |
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 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 | $21,577 | $80,177-73.1% | $123,892-82.6% | $57,658-62.6% |
| Participation rate | 56.6% | 74.4%-17.9pp | 81.4%-24.8pp | 70.2%-13.6pp |
| Annual return | 9.14% | 17.90%-8.8pp | 47.52%-38.4pp | 5.13%+4.0pp |
| Employer contribution / active EE | $310 | $2,913-89.4% | $4,617-93.3% | $1,974-84.3% |
| Participant deferral / active EE | $2,502 | $5,130-51.2% | $5,984-58.2% | $3,061-18.3% |
| Admin fee / account holder | $121 | $106+13.3% | $8,357-98.6% | $95+27.5% |