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 15 · EIN 13-3689044 | Recordkeeping | $43,503 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $8,937 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $5,370 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,541 | $59,054-26.3% | $97,167-55.2% | $77,671-43.9% |
| Participation rate | 32.6% | 67.9%-35.3pp | 72.7%-40.1pp | 70.6%-38.0pp |
| Annual return | 11.89% | 16.96%-5.1pp | 75.27%-63.4pp | 31.21%-19.3pp |
| Employer contribution / active EE | $278 | $1,742-84.0% | $2,729-89.8% | $2,726-89.8% |
| Participant deferral / active EE | $1,030 | $3,930-73.8% | $4,264-75.8% | $4,648-77.8% |
| Admin fee / account holder | $140 | $346-59.4% | $5,650-97.5% | $430-67.4% |