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 |
|---|---|---|
R F LAFFERTY & CO INC2 years Service code 27 · EIN 13-3000887 | Advisory (Plan) | $29,005 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,601 |
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 | $53,413 | $102,553-47.9% | $151,611-64.8% | $66,914-20.2% |
| Participation rate | 82.2% | 85.5%-3.3pp | 87.5%-5.3pp | 69.8%+12.4pp |
| Annual return | -18.26% | -10.82%-7.4pp | 3.33%-21.6pp | 1.58%-19.8pp |
| Employer contribution / active EE | $3,159 | $4,180-24.4% | $6,166-48.8% | $2,544+24.2% |
| Participant deferral / active EE | $6,386 | $6,641-3.8% | $8,363-23.6% | $4,237+50.7% |
| Admin fee / account holder | $228 | $630-63.7% | $11,616-98.0% | $593-61.5% |