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 9-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 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $10,248 |
MY BENEFITS, LLC1 year Filed as: MY BENEFITS LLC Service code 13 5352 PEACHTREE ROAD · ATLANTA, GA 30341 | Contract Administrator | $5,212 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,044 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,173 | $64,909-75.1% | $82,313-80.4% | $62,292-74.0% |
| Participation rate | 88.8% | 74.9%+13.9pp | 76.9%+11.9pp | 69.5%+19.3pp |
| Annual return | 40.88% | 21.18%+19.7pp | 25.88%+15.0pp | 28.90%+12.0pp |
| Employer contribution / active EE | $1,849 | $1,676+10.3% | $2,428-23.9% | $2,042-9.5% |
| Participant deferral / active EE | $2,362 | $3,103-23.9% | $3,706-36.3% | $3,169-25.5% |
| Admin fee / account holder | $58 | $440-86.7% | $5,608-99.0% | $479-87.8% |