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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $57,823 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,878 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,311 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,997 | $108,759-82.5% | $149,696-87.3% | $93,223-79.6% |
| Participation rate | 7.6% | 70.7%-63.1pp | 82.5%-74.9pp | 74.9%-67.3pp |
| Annual return | 17.75% | 19.53%-1.8pp | 276.60%-258.8pp | 19.29%-1.5pp |
| Employer contribution / active EE | $109 | $2,777-96.1% | $4,644-97.7% | $2,680-95.9% |
| Participant deferral / active EE | $190 | $6,149-96.9% | $6,842-97.2% | $4,563-95.8% |
| Admin fee / account holder | $132 | $81+63.0% | $9,309-98.6% | $79+66.2% |