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 26 | Advisory (Participants) | $6,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $74,449 | $71,192+4.6% | $117,854-36.8% | $62,292+19.5% |
| Participation rate | 65.7% | 74.2%-8.5pp | 79.7%-13.9pp | 69.5%-3.8pp |
| Annual return | 16.38% | 18.66%-2.3pp | 335.08%-318.7pp | 28.90%-12.5pp |
| Employer contribution / active EE | $974 | $1,934-49.6% | $3,786-74.3% | $2,042-52.3% |
| Participant deferral / active EE | $3,850 | $3,189+20.7% | $4,482-14.1% | $3,169+21.5% |
| Admin fee / account holder | $7 | $587-98.7% | $8,020-99.9% | $479-98.5% |