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 27 · EIN 04-3046611 | Advisory (Plan) | $14,795 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 · EIN 13-3745616 | Contract Administrator | $6,902 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,099 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,158 | $65,376-67.6% | $87,100-75.7% | $65,185-67.5% |
| Participation rate | 44.3% | 75.3%-31.1pp | 76.9%-32.6pp | 70.2%-25.9pp |
| Annual return | 37.72% | 31.27%+6.4pp | 28.19%+9.5pp | 29.38%+8.3pp |
| Employer contribution / active EE | $996 | $1,822-45.3% | $2,521-60.5% | $2,177-54.2% |
| Participant deferral / active EE | $2,354 | $3,388-30.5% | $4,049-41.9% | $3,514-33.0% |
| Admin fee / account holder | $212 | $520-59.3% | $7,497-97.2% | $847-75.0% |