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 year Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $10,368 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,529 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,318 | $64,909-57.9% | $82,313-66.8% | $62,292-56.1% |
| Participation rate | 64.5% | 74.9%-10.4pp | 76.9%-12.4pp | 69.5%-5.1pp |
| Annual return | 20.19% | 21.18%-1.0pp | 25.88%-5.7pp | 28.90%-8.7pp |
| Employer contribution / active EE | $751 | $1,676-55.2% | $2,428-69.1% | $2,042-63.2% |
| Participant deferral / active EE | $1,178 | $3,103-62.0% | $3,706-68.2% | $3,169-62.8% |
| Admin fee / account holder | $150 | $440-65.9% | $5,608-97.3% | $479-68.8% |