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 |
|---|---|---|
T. E. LOTT AND COMPANY8+ years Filed as: T.E. LOTT & COMPANY Service code 13 221 7TH STREET NORTH · COLUMBUS, MS 39703 | Contract Administrator | $22,163 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL LLC Service code 27 P.O. BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $21,773 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,428 | $56,503+17.6% | $70,092-5.2% | $64,808+2.5% |
| Participation rate | 26.9% | 70.5%-43.6pp | 70.5%-43.6pp | 71.5%-44.5pp |
| Annual return | -13.58% | -13.44%-0.1pp | 190.73%-204.3pp | 32.82%-46.4pp |
| Employer contribution / active EE | $591 | $2,046-71.1% | $2,559-76.9% | $2,506-76.4% |
| Participant deferral / active EE | $1,424 | $3,389-58.0% | $3,849-63.0% | $4,310-67.0% |
| Admin fee / account holder | $5 | $160-96.6% | $6,267-99.9% | $188-97.1% |