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+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,187 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,546 |
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 | $39,694 | $32,425+22.4% | $74,583-46.8% | $55,167-28.0% |
| Participation rate | 66.9% | 54.0%+12.9pp | 68.1%-1.2pp | 69.0%-2.0pp |
| Annual return | 5.11% | 10.63%-5.5pp | 20.47%-15.4pp | 169.23%-164.1pp |
| Employer contribution / active EE | $449 | $1,043-57.0% | $2,525-82.2% | $1,963-77.1% |
| Participant deferral / active EE | $2,280 | $1,995+14.3% | $3,458-34.1% | $3,054-25.3% |
| Admin fee / account holder | $270 | $748-64.0% | $4,138-93.5% | $504-46.5% |