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 FINANCIAL4+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,100 | $57,354-49.3% | $83,848-65.3% | $64,186-54.7% |
| Participation rate | 59.6% | 68.6%-9.1pp | 76.1%-16.6pp | 69.6%-10.0pp |
| Annual return | -1.56% | 11.38%-12.9pp | 850.88%-852.4pp | 7.63%-9.2pp |
| Employer contribution / active EE | $513 | $2,545-79.8% | $3,631-85.9% | $2,381-78.4% |
| Participant deferral / active EE | $3,643 | $2,993+21.7% | $4,082-10.7% | $3,470+5.0% |
| Admin fee / account holder | $4 | $4,046-99.9% | $5,478-99.9% | $4,888-99.9% |