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 5-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 99 | Other Fees | $55,094 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 95-2834236 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,808 | $2,679,533-97.9% | $164,866-65.5% | $199,768-71.6% |
| Participation rate | 28.6% | 78.3%-49.7pp | 78.6%-50.0pp | 72.0%-43.4pp |
| Annual return | 14.82% | 17.93%-3.1pp | 69.97%-55.2pp | 34.26%-19.4pp |
| Employer contribution / active EE | $990 | $2,970-66.7% | $4,343-77.2% | $3,037-67.4% |
| Participant deferral / active EE | $1,998 | $5,010-60.1% | $6,033-66.9% | $5,090-60.8% |
| Admin fee / account holder | $254 | $1,982-87.2% | $12,689-98.0% | $269-5.7% |