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 FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $10,604 |
MY BENEFITS, LLC3 years Filed as: MY BENEFITS LLC Service code 13 5352 PEACHTREE ROAD · ATLANTA, GA 30341 | Contract Administrator | $7,035 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,367 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,110 | $66,310-72.7% | $93,606-80.7% | $65,185-72.2% |
| Participation rate | 79.3% | 74.0%+5.3pp | 75.8%+3.5pp | 70.2%+9.1pp |
| Annual return | 16.82% | 42.58%-25.8pp | 32.76%-15.9pp | 29.38%-12.6pp |
| Employer contribution / active EE | $1,552 | $2,012-22.9% | $2,718-42.9% | $2,177-28.7% |
| Participant deferral / active EE | $3,166 | $3,342-5.3% | $4,069-22.2% | $3,514-9.9% |
| Admin fee / account holder | $71 | $6,897-99.0% | $7,888-99.1% | $847-91.6% |