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 FINANCIAL1 year Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $14,060 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,586 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $41,770 | $47,977-12.9% | $154,107-72.9% | $56,287-25.8% |
| Participation rate | 57.8% | 66.2%-8.3pp | 83.0%-25.2pp | 69.9%-12.0pp |
| Annual return | -5.95% | 3.54%-9.5pp | 735.12%-741.1pp | -9.96%+4.0pp |
| Employer contribution / active EE | $743 | $2,169-65.7% | $5,298-86.0% | $2,111-64.8% |
| Participant deferral / active EE | $2,090 | $2,392-12.6% | $5,081-58.9% | $3,350-37.6% |
| Admin fee / account holder | $191 | $438-56.5% | $13,411-98.6% | $521-63.4% |