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: CLEARPOINT FINANCIAL Service code 26 · EIN 27-3971851 | Advisory (Participants) | $18,740 |
Service code 12 · EIN 84-1477138 | Recordkeeping fees; Claims processing... | $14,285 |
NEWPORT GROUP, INC.2 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Shareholder servicing fees; Float rev... | $3,270 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $18,176 | $46,173-60.6% | $170,442-89.3% | $69,631-73.9% |
| Participation rate | 52.0% | 63.9%-11.9pp | 83.6%-31.6pp | 70.7%-18.6pp |
| Annual return | 17.24% | 21.62%-4.4pp | 205.93%-188.7pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $882 | $1,610-45.2% | $5,433-83.8% | $2,032-56.6% |
| Participant deferral / active EE | $1,125 | $2,080-45.9% | $4,939-77.2% | $3,224-65.1% |
| Admin fee / account holder | $109 | $116-6.0% | $13,880-99.2% | $110-1.3% |