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.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $23,767 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $2,122 |
LOREN D. STARK COMPANY2+ years Service code 49 10750 ROCKLEY RD · HOUSTON, TX 77099 | Other Services | $0 |
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,397 | $82,917-75.4% | $103,333-80.3% | $77,643-73.7% |
| Participation rate | 34.5% | 71.6%-37.1pp | 74.5%-40.0pp | 70.6%-36.1pp |
| Annual return | 16.48% | 19.13%-2.6pp | 24.88%-8.4pp | 31.24%-14.8pp |
| Employer contribution / active EE | $1,648 | $3,552-53.6% | $3,868-57.4% | $2,726-39.5% |
| Participant deferral / active EE | $3,165 | $4,108-23.0% | $5,057-37.4% | $4,647-31.9% |
| Admin fee / account holder | $153 | $638-76.0% | $8,355-98.2% | $430-64.5% |