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 27 1055 LPL WAY · FORT MILL, SC 29715 | Advisory (Plan) | $13,553 |
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.
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 | $94,851 | $98,750-3.9% | $149,696-36.6% | $79,858+18.8% |
| Participation rate | 54.1% | 75.8%-21.7pp | 82.5%-28.4pp | 69.6%-15.6pp |
| Annual return | 19.78% | 27.43%-7.6pp | 276.60%-256.8pp | 31.71%-11.9pp |
| Employer contribution / active EE | $519 | $3,216-83.9% | $4,644-88.8% | $2,471-79.0% |
| Participant deferral / active EE | $4,691 | $5,680-17.4% | $6,842-31.4% | $3,740+25.4% |
| Admin fee / account holder | $15 | $6,053-99.8% | $9,309-99.8% | $5,306-99.7% |