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: JAMES RICHARDSON LPL FINANCIAL LLC Service code 99 601 E. ELK AVE · ELIZABETHTON, TN 37643 | Other Fees | $0 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 99 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Fees | $0 |
Filed as: QUALIFIED PLAN ADMINISTRATORS INC Service code 10 · EIN 62-1832817 332 E SPRINGBROOK DR STE 400 · JOHNSON CITY, TN 37601 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,778 | $106,236-58.8% | $112,228-61.0% | $64,808-32.4% |
| Participation rate | 44.0% | 71.7%-27.7pp | 75.1%-31.1pp | 71.5%-27.5pp |
| Annual return | -13.27% | -6.02%-7.2pp | 27.45%-40.7pp | 32.82%-46.1pp |
| Employer contribution / active EE | $467 | $3,166-85.2% | $3,635-87.2% | $2,506-81.4% |
| Participant deferral / active EE | $1,636 | $3,785-56.8% | $4,728-65.4% | $4,310-62.1% |
| Admin fee / account holder | $14 | $452-96.8% | $6,410-99.8% | $188-92.4% |