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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $121,360 |
LOCUST LANE PARTNERS LLC1 year Filed as: LOCUST LANE WEALTH MANGEMENT LLC Service code 27 · EIN 86-1789907 | Advisory (Plan) | $83,907 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,495 | $48,698-43.5% | $93,606-70.6% | $199,593-86.2% |
| Participation rate | 56.8% | 63.5%-6.8pp | 68.7%-11.9pp | 72.0%-15.2pp |
| Annual return | 16.51% | 15.34%+1.2pp | 133.20%-116.7pp | 34.25%-17.7pp |
| Employer contribution / active EE | $494 | $1,135-56.5% | $2,420-79.6% | $3,034-83.7% |
| Participant deferral / active EE | $2,541 | $2,817-9.8% | $4,411-42.4% | $5,087-50.0% |
| Admin fee / account holder | $190 | $195-2.4% | $8,285-97.7% | $269-29.2% |