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 |
|---|---|---|
Filed as: FIRST REPUBLIC SECURITIES COMPANY Service code 55 111 PINE ST · SAN FRANCISCO, CA 94111 | Other Commissions | $33,765 |
Filed as: J P MORGAN SECURITIES LLC Service code 55 4 CHASE METROTECH CTR FL 3RD · BROOKLYN, NY 11245 | Other Commissions | $19,535 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $16,007 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $6,513 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,818 | $58,644-42.3% | $177,989-81.0% | $199,593-83.1% |
| Participation rate | 16.7% | 65.5%-48.8pp | 77.1%-60.4pp | 72.0%-55.3pp |
| Annual return | 12.41% | 19.25%-6.8pp | 294.48%-282.1pp | 34.25%-21.8pp |
| Employer contribution / active EE | $420 | $1,801-76.7% | $3,949-89.4% | $3,034-86.1% |
| Participant deferral / active EE | $907 | $4,248-78.7% | $6,276-85.6% | $5,087-82.2% |
| Admin fee / account holder | $16 | $145-89.1% | $10,363-99.8% | $269-94.1% |