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 FINANCIAL4+ years Service code 53 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Insurance Commissions | $13,205 |
DYATCH LLC4+ years Service code 15 381 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Recordkeeping | $1,511 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $55,920 | $42,548+31.4% | $74,550-25.0% | $56,287-0.7% |
| Participation rate | 37.6% | 60.5%-22.9pp | 69.1%-31.5pp | 69.9%-32.2pp |
| Annual return | -8.14% | 12.40%-20.5pp | 32.53%-40.7pp | -9.96%+1.8pp |
| Employer contribution / active EE | $1,094 | $855+27.9% | $1,961-44.2% | $2,111-48.2% |
| Participant deferral / active EE | $1,639 | $2,277-28.0% | $3,108-47.3% | $3,350-51.1% |
| Admin fee / account holder | $6 | $467-98.8% | $5,060-99.9% | $521-98.9% |