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 |
|---|---|---|
LPL FINANCIAL1+ years Service code 51 75 STATE STREET, 24TH FLOOR · BOSTON, MA 02109 | Investment Mgmt Fees | $35,382 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $34,557 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,159 | $46,173-13.0% | $170,442-76.4% | $69,631-42.3% |
| Participation rate | 44.7% | 63.9%-19.2pp | 83.6%-38.9pp | 70.7%-25.9pp |
| Annual return | 11.16% | 21.62%-10.5pp | 205.93%-194.8pp | 27571.02%-27559.9pp |
| Employer contribution / active EE | $993 | $1,610-38.3% | $5,433-81.7% | $2,032-51.2% |
| Participant deferral / active EE | $944 | $2,080-54.6% | $4,939-80.9% | $3,224-70.7% |
| Admin fee / account holder | $181 | $116+56.0% | $13,880-98.7% | $110+63.8% |