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 FINANCIAL3+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,253 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,608 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,539 | $59,535-45.3% | $90,160-63.9% | $62,292-47.8% |
| Participation rate | 83.1% | 73.0%+10.0pp | 76.9%+6.2pp | 69.5%+13.6pp |
| Annual return | 16.68% | 23.53%-6.8pp | 34.88%-18.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,552 | $4,639-23.4% | $5,288-32.8% | $3,169+12.1% |
| Admin fee / account holder | $95 | $337-71.8% | $5,943-98.4% | $479-80.2% |