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 |
|---|---|---|
ZB NA2+ years Service code 27 · EIN 76-0028668 | Advisory (Plan) | $24,055 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,962 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,381 |
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 | $56,971 | $75,284-24.3% | $91,001-37.4% | $69,631-18.2% |
| Participation rate | 62.8% | 80.4%-17.6pp | 75.6%-12.8pp | 70.7%-7.9pp |
| Annual return | 15.00% | 48.40%-33.4pp | 4.60%+10.4pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $1,356 | $2,473-45.2% | $2,456-44.8% | $2,032-33.3% |
| Participant deferral / active EE | $2,683 | $3,700-27.5% | $3,547-24.4% | $3,224-16.8% |
| Admin fee / account holder | $105 | $111-4.8% | $5,417-98.1% | $110-4.7% |