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 64 · EIN 95-2834236 | Recordkeeping Fees | $15,254 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT, LLP Service code 64 · EIN 88-2730877 | Recordkeeping Fees | $7,465 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 99 · EIN 82-4555287 | Other Fees | $1,428 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,700 | $60,323+108.4% | $81,812+53.6% | $74,495+68.7% |
| Participation rate | 38.2% | 62.9%-24.6pp | 72.3%-34.1pp | 67.2%-29.0pp |
| Annual return | 16.53% | 16.90%-0.4pp | 773.79%-757.3pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $6,145 | $2,620+134.5% | $2,912+111.0% | $2,623+134.3% |
| Participant deferral / active EE | $5,480 | $3,387+61.8% | $4,319+26.9% | $4,346+26.1% |
| Admin fee / account holder | $131 | $1,486-91.2% | $7,386-98.2% | $1,942-93.3% |