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 Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $14,235 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,061 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $48,357 | $52,953-8.7% | $172,739-72.0% | $65,185-25.8% |
| Participation rate | 51.9% | 66.2%-14.3pp | 82.6%-30.7pp | 70.2%-18.3pp |
| Annual return | 20.63% | 30.12%-9.5pp | 802.84%-782.2pp | 29.38%-8.8pp |
| Employer contribution / active EE | $727 | $2,190-66.8% | $5,143-85.9% | $2,177-66.6% |
| Participant deferral / active EE | $1,819 | $2,471-26.4% | $5,198-65.0% | $3,514-48.2% |
| Admin fee / account holder | $222 | $472-53.0% | $13,954-98.4% | $847-73.8% |