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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $18,115 |
LPL FINANCIAL5 years Service code 22 | Insurance Broker | $7,038 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,254 | $34,677-73.3% | $77,024-88.0% | $64,808-85.7% |
| Participation rate | 26.1% | 49.8%-23.7pp | 67.9%-41.8pp | 71.5%-45.4pp |
| Annual return | -17.49% | -5.33%-12.2pp | 42.32%-59.8pp | 32.82%-50.3pp |
| Employer contribution / active EE | $87 | $1,370-93.7% | $2,812-96.9% | $2,506-96.5% |
| Participant deferral / active EE | $817 | $2,556-68.0% | $4,426-81.5% | $4,310-81.0% |
| Admin fee / account holder | $110 | $179-38.2% | $5,425-98.0% | $188-41.2% |