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 8-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 15 · EIN 13-3689044 440 MAMARONECK AVE. · HARRISON, NY 10528 | Recordkeeping | $28,225 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORP 95-2834236 Service code 22 | Insurance Broker | $4,276 |
BENEFITS MGMT. CO.2+ years Service code 15 · EIN 33-0942438 1174 BROADWAY #112 · EL CAJON, CA 92021 | Recordkeeping | $939 |
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 | $7,191 | $43,999-83.7% | $79,464-91.0% | $55,725-87.1% |
| Participation rate | 90.1% | 66.9%+23.2pp | 73.3%+16.8pp | 70.9%+19.3pp |
| Annual return | -1.94% | 1.81%-3.8pp | 718.14%-720.1pp | 244.93%-246.9pp |
| Employer contribution / active EE | $0 | $1,830-100.0% | $2,800-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,512 | $2,538-40.4% | $3,704-59.2% | $3,356-54.9% |
| Admin fee / account holder | $57 | $118-51.9% | $5,113-98.9% | $115-50.9% |