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 |
|---|---|---|
Filed as: MERIT FINANCIAL GROUP LLC Service code 27 2400 LAKEVIEW PKWY · ALPHARETTA, GA 30009 | Advisory (Plan) | $10,203 |
Filed as: PROFESSIONAL BENEFIT SERVICES, INC. Service code 13 · EIN 93-0998477 1193 ROYVONNE SE · SALEM, OR 973026503 | Contract Administrator | $3,494 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 99 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Other Fees | $3,482 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,088 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,644 | $55,415-59.1% | $155,509-85.4% | $74,495-69.6% |
| Participation rate | 57.2% | 61.9%-4.7pp | 78.2%-21.0pp | 67.2%-10.0pp |
| Annual return | 17.17% | 268.50%-251.3pp | 64.67%-47.5pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $1,277 | $2,267-43.7% | $4,672-72.7% | $2,623-51.3% |
| Participant deferral / active EE | $2,728 | $2,836-3.8% | $5,626-51.5% | $4,346-37.2% |
| Admin fee / account holder | $79 | $1,738-95.5% | $15,912-99.5% | $1,942-95.9% |