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 Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,967 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,891 |
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 | $60,522 | $58,264+3.9% | $86,612-30.1% | $71,457-15.3% |
| Participation rate | 48.9% | 65.0%-16.1pp | 71.7%-22.8pp | 67.9%-19.0pp |
| Annual return | 13.01% | 21.63%-8.6pp | 591.07%-578.1pp | 28.85%-15.8pp |
| Employer contribution / active EE | $1 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,570 | $3,436-54.3% | $4,438-64.6% | $4,289-63.4% |
| Admin fee / account holder | $95 | $1,057-91.0% | $5,614-98.3% | $1,587-94.0% |