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 37 · EIN 04-2647786 | Loan Processing | $15,622 |
LPL FINANCIAL1 year Service code 27 · EIN 95-2834236 | Advisory (Plan) | $5,777 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,435 |
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 | $40,932 | $74,024-44.7% | $77,999-47.5% | $57,658-29.0% |
| Participation rate | 58.5% | 79.7%-21.2pp | 75.5%-17.0pp | 70.2%-11.7pp |
| Annual return | 7.52% | 12.14%-4.6pp | 425.96%-418.4pp | 5.13%+2.4pp |
| Employer contribution / active EE | $1,264 | $2,365-46.6% | $2,470-48.8% | $1,974-36.0% |
| Participant deferral / active EE | $2,428 | $3,533-31.3% | $3,497-30.6% | $3,061-20.7% |
| Admin fee / account holder | $97 | $93+4.3% | $5,480-98.2% | $95+2.8% |