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 Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,670 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,514 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,514 | $73,867-47.9% | $143,757-73.2% | $68,494-43.8% |
| Participation rate | 45.2% | 66.7%-21.4pp | 80.3%-35.1pp | 67.9%-22.7pp |
| Annual return | -12.65% | 1.01%-13.7pp | -0.04%-12.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $1,091 | $3,184-65.7% | $4,951-78.0% | $2,596-58.0% |
| Participant deferral / active EE | $2,542 | $3,384-24.9% | $5,637-54.9% | $4,027-36.9% |
| Admin fee / account holder | $125 | $5,755-97.8% | $14,673-99.1% | $5,403-97.7% |