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 FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 55 808 W MAIN ST · RICHMOND, KY 404751101 | Other Commissions | $4,042 |
TDS RESTAURANTS1+ years Service code 99 105 FIFTH ST · RICHMOND, KY 40475 | Other Fees | $1,727 |
SCROGGINSGREAR, INC.2+ years Filed as: SCROGGINSGREAR,INC Service code 13 200 NORTHLAND BLVD. · CINCINNATI, OH 45246 | Contract Administrator | $165 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,776 | $23,385+44.4% | $69,182-51.2% | $57,658-41.4% |
| Participation rate | 13.3% | 37.9%-24.6pp | 55.1%-41.8pp | 70.2%-56.9pp |
| Annual return | 6.02% | -659.34%+665.4pp | -21.93%+28.0pp | 5.13%+0.9pp |
| Employer contribution / active EE | $191 | $422-54.7% | $1,206-84.1% | $1,974-90.3% |
| Participant deferral / active EE | $326 | $843-61.4% | $1,897-82.8% | $3,061-89.4% |
| Admin fee / account holder | $7 | $82-91.6% | $2,697-99.7% | $95-92.7% |