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 | $22,953 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC. Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,939 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
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 | $45,095 | $75,284-40.1% | $91,001-50.4% | $69,631-35.2% |
| Participation rate | 64.6% | 80.4%-15.8pp | 75.6%-11.0pp | 70.7%-6.1pp |
| Annual return | 7.42% | 48.40%-41.0pp | 4.60%+2.8pp | 27571.02%-27563.6pp |
| Employer contribution / active EE | $1,283 | $2,473-48.1% | $2,456-47.8% | $2,032-36.9% |
| Participant deferral / active EE | $2,458 | $3,700-33.6% | $3,547-30.7% | $3,224-23.8% |
| Admin fee / account holder | $164 | $111+48.2% | $5,417-97.0% | $110+48.4% |