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 year Service code 99 · EIN 04-3046611 | Other Fees | $5,234 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,677 | $30,599-74.9% | $74,583-89.7% | $57,658-86.7% |
| Participation rate | 70.0% | 49.1%+20.8pp | 68.1%+1.9pp | 70.2%-0.3pp |
| Annual return | 10.27% | 14.24%-4.0pp | 20.47%-10.2pp | 5.13%+5.1pp |
| Employer contribution / active EE | $471 | $1,000-52.9% | $2,525-81.3% | $1,974-76.1% |
| Participant deferral / active EE | $1,391 | $1,805-23.0% | $3,458-59.8% | $3,061-54.6% |
| Admin fee / account holder | $23 | $98-77.0% | $4,138-99.5% | $95-76.1% |