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 8-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 |
|---|---|---|
COURY FIRM ASSET MANAGEMENT1+ years Filed as: COURY INVESTMENT ADVISORS, INC. Service code 26 · EIN 23-2919782 | Advisory (Participants) | $2,312 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 26 75 STATE STREET · BOSTON, MA 02109 | Advisory (Participants) | $1,788 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $72 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $46,830 | $80,753-42.0% | $136,294-65.6% | $62,292-24.8% |
| Participation rate | 12.8% | 73.5%-60.7pp | 81.9%-69.1pp | 69.5%-56.7pp |
| Annual return | 0.00% | 35.83%-35.8pp | 5155.94%-5155.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $270 | $2,884-90.6% | $4,695-94.2% | $2,042-86.8% |
| Participant deferral / active EE | $595 | $5,164-88.5% | $6,247-90.5% | $3,169-81.2% |
| Admin fee / account holder | $264 | $525-49.8% | $9,243-97.1% | $479-45.0% |