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 4-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 FINANCIAL4+ years Filed as: LPL FINANCIAL RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $19,601 |
ASCENSUS LLC4+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,346 |
ASCENSUS LLC1 year Filed as: FUTURE PLAN BY ASCENSUS Service code 37 | Loan Processing | $3,675 |
INTAC ACTUARIAL SERVICES4+ years Filed as: INTAC Service code 37 50 TICE BLVD. SUITE 151 · WOODCLIFF LAKE, NJ 07677 | Loan Processing | $700 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,377 | $65,241-38.1% | $126,539-68.1% | $85,563-52.8% |
| Participation rate | 26.2% | 48.6%-22.5pp | 69.8%-43.6pp | 66.0%-39.8pp |
| Annual return | 18.54% | 42.19%-23.6pp | 425.95%-407.4pp | 31.51%-13.0pp |
| Employer contribution / active EE | $844 | $1,937-56.4% | $3,674-77.0% | $2,654-68.2% |
| Participant deferral / active EE | $1,484 | $3,032-51.0% | $4,083-63.6% | $4,375-66.1% |
| Admin fee / account holder | $299 | $1,031-71.0% | $6,065-95.1% | $834-64.1% |