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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,182 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,385 |
Filed as: JOHN BURTON Service code 27 1400 GRANARY ROAD · BLUE BELL, PA 19422 | Advisory (Plan) | $7,089 |
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.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,532 | $88,890-40.9% | $102,423-48.7% | $77,643-32.3% |
| Participation rate | 55.3% | 80.9%-25.6pp | 76.5%-21.2pp | 70.6%-15.3pp |
| Annual return | 12.67% | 24.98%-12.3pp | 29.32%-16.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $868 | $2,698-67.8% | $3,023-71.3% | $2,726-68.2% |
| Participant deferral / active EE | $2,955 | $5,145-42.6% | $5,053-41.5% | $4,647-36.4% |
| Admin fee / account holder | $217 | $235-7.9% | $9,451-97.7% | $430-49.6% |