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 LLC Service code 55 · EIN 95-2834236 | Other Commissions | $26,046 |
BATES CARTER2+ years Filed as: BATESCATER Service code 10 · EIN 20-8004844 | Accounting | $8,436 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $31,918 | $168,231-81.0% | $67,834-52.9% | $63,975-50.1% |
| Participation rate | 27.6% | 66.8%-39.2pp | 68.8%-41.2pp | 71.1%-43.5pp |
| Annual return | 8.32% | 11.76%-3.4pp | 138.47%-130.2pp | 48.65%-40.3pp |
| Employer contribution / active EE | $558 | $1,907-70.7% | $2,403-76.8% | $2,182-74.4% |
| Participant deferral / active EE | $948 | $2,827-66.5% | $3,160-70.0% | $3,356-71.7% |
| Admin fee / account holder | $28 | $81-65.8% | $4,622-99.4% | $70-60.9% |