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: CLEARPOINT FINANCIAL Service code 27 600 108TH AVE NE · BELLEVUE, WA 98004 | Advisory (Plan) | $18,418 |
Service code 12 · EIN 84-1477138 | Participant communication; Recordkeep... | $520 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Direct payment from the plan; Investm... | $220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,084 | $75,183-29.4% | $123,892-57.2% | $55,167-3.8% |
| Participation rate | 69.7% | 72.8%-3.1pp | 81.4%-11.7pp | 69.0%+0.7pp |
| Annual return | 24.50% | 19.01%+5.5pp | 47.52%-23.0pp | 169.23%-144.7pp |
| Employer contribution / active EE | $2,605 | $2,823-7.7% | $4,617-43.6% | $1,963+32.8% |
| Participant deferral / active EE | $4,044 | $5,084-20.5% | $5,984-32.4% | $3,054+32.4% |
| Admin fee / account holder | $171 | $663-74.2% | $8,357-98.0% | $504-66.1% |