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 |
|---|---|---|
LPL FINANCIAL3+ years Filed as: KMS FINANCIAL SERVICES INC Service code 55 · EIN 91-0850651 | Other Commissions | $19,156 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,919 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,921 | $63,299-8.5% | $91,001-36.4% | $62,292-7.0% |
| Participation rate | 43.5% | 73.3%-29.8pp | 75.6%-32.1pp | 69.5%-26.0pp |
| Annual return | 16.10% | 20.99%-4.9pp | 4.60%+11.5pp | 28.90%-12.8pp |
| Employer contribution / active EE | $277 | $1,807-84.7% | $2,456-88.7% | $2,042-86.4% |
| Participant deferral / active EE | $2,120 | $2,943-28.0% | $3,547-40.3% | $3,169-33.1% |
| Admin fee / account holder | $25 | $468-94.7% | $5,417-99.5% | $479-94.9% |