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 FINANCIAL3+ years Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $35,952 | $63,346-43.2% | $92,233-61.0% | $70,131-48.7% |
| Participation rate | 62.7% | 68.7%-6.0pp | 76.5%-13.8pp | 69.5%-6.9pp |
| Annual return | 13.84% | 530.12%-516.3pp | 176.28%-162.4pp | 73.14%-59.3pp |
| Employer contribution / active EE | $538 | $2,471-78.2% | $3,679-85.4% | $2,342-77.0% |
| Participant deferral / active EE | $3,596 | $2,854+26.0% | $3,897-7.7% | $3,332+7.9% |
| Admin fee / account holder | $5 | $3,840-99.9% | $5,194-99.9% | $4,645-99.9% |