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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,628 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $7,459 |
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 | $29,654 | $28,109+5.5% | $71,086-58.3% | $56,287-47.3% |
| Participation rate | 26.9% | 40.4%-13.5pp | 54.7%-27.8pp | 69.9%-43.0pp |
| Annual return | -7.52% | -615.05%+607.5pp | 650.59%-658.1pp | -9.96%+2.4pp |
| Employer contribution / active EE | $385 | $558-30.9% | $1,088-64.6% | $2,111-81.8% |
| Participant deferral / active EE | $1,029 | $1,116-7.8% | $1,874-45.1% | $3,350-69.3% |
| Admin fee / account holder | $156 | $585-73.4% | $3,082-94.9% | $521-70.1% |