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 8-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 Service code 27 · EIN 95-2834236 | Advisory (Plan) | $21,506 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $2,851 |
GOLDLEAF PARTNERS4 years Service code 15 PO BOX 55757 · BOSTON, MA 02205 | Recordkeeping | $1,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,855 | $78,483-67.1% | $106,201-75.7% | $74,546-65.3% |
| Participation rate | 44.6% | 72.8%-28.2pp | 75.3%-30.7pp | 67.2%-22.6pp |
| Annual return | 14.38% | 15.94%-1.6pp | 116.26%-101.9pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $1,330 | $2,522-47.3% | $3,170-58.0% | $2,624-49.3% |
| Participant deferral / active EE | $2,650 | $4,320-38.7% | $5,012-47.1% | $4,347-39.0% |
| Admin fee / account holder | $230 | $2,236-89.7% | $11,039-97.9% | $1,944-88.2% |