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 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $3,866 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,456 |
MSI FINANCIAL SERVICES INC.2 years Filed as: MSI FINANCIAL SERVICES INC Service code 61 · EIN 13-3175978 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $27,480 | $53,925-49.0% | $75,670-63.7% | $69,631-60.5% |
| Participation rate | 39.0% | 71.2%-32.2pp | 72.3%-33.3pp | 70.7%-31.7pp |
| Annual return | 16.75% | 17.84%-1.1pp | 27.34%-10.6pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $822 | $1,802-54.4% | $2,352-65.0% | $2,032-59.6% |
| Participant deferral / active EE | $1,279 | $2,569-50.2% | $3,142-59.3% | $3,224-60.3% |
| Admin fee / account holder | $18 | $97-81.7% | $5,800-99.7% | $110-83.9% |