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 53 · EIN 95-2834236 | Insurance Commissions | $28,209 |
T R PAUL INC.1 year Filed as: PAUL V CAIN Service code 15 | Recordkeeping | $2,702 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,530 | $55,416-44.9% | $75,972-59.8% | $77,643-60.7% |
| Participation rate | 47.5% | 63.6%-16.1pp | 69.1%-21.6pp | 70.6%-23.1pp |
| Annual return | 14.92% | 17.07%-2.2pp | 359.55%-344.6pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,194 | $1,788-33.2% | $2,685-55.5% | $2,726-56.2% |
| Participant deferral / active EE | $2,419 | $3,447-29.8% | $4,255-43.2% | $4,647-48.0% |
| Admin fee / account holder | $29 | $414-93.0% | $6,467-99.6% | $430-93.3% |