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 | $12,397 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 | Other Commissions | $1,852 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,519 | $68,408-90.5% | $57,179-88.6% | $57,658-88.7% |
| Participation rate | 61.2% | 79.1%-18.0pp | 75.3%-14.2pp | 70.2%-9.1pp |
| Annual return | 22.14% | 8.51%+13.6pp | 14.59%+7.6pp | 5.13%+17.0pp |
| Employer contribution / active EE | $477 | $2,869-83.4% | $2,682-82.2% | $1,974-75.8% |
| Participant deferral / active EE | $2,023 | $2,903-30.3% | $3,096-34.7% | $3,061-33.9% |
| Admin fee / account holder | $41 | $70-40.7% | $3,139-98.7% | $95-56.3% |