Filed May 19, 2020
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 7-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 FINANCIAL2 years Service code 26 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 921213091 | Advisory (Participants) | $47,233 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $8,286 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,932 | $86,655-27.4% | $119,609-47.4% | $66,914-6.0% |
| Participation rate | 92.5% | 75.6%+17.0pp | 79.3%+13.3pp | 69.8%+22.7pp |
| Annual return | -18.06% | -8.00%-10.1pp | -14.97%-3.1pp | 1.58%-19.6pp |
| Employer contribution / active EE | $3,309 | $2,536+30.5% | $4,232-21.8% | $2,544+30.0% |
| Participant deferral / active EE | $4,007 | $4,358-8.1% | $5,602-28.5% | $4,237-5.4% |
| Admin fee / account holder | $253 | $755-66.4% | $10,323-97.5% | $593-57.3% |