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 FINANCIAL1 year Filed as: NEXT FINANCIAL GROUP INC. Service code 55 2500 WILCREST DR. · HOUSTON, TX 77042 | Other Commissions | $48,004 |
Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 49 545 METRO PL S · DUBLIN, OH 43017 | Other Services | $14,176 |
Participant 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 | $24,064 | $42,548-43.4% | $74,550-67.7% | $56,287-57.2% |
| Participation rate | 89.9% | 60.5%+29.4pp | 69.1%+20.8pp | 69.9%+20.1pp |
| Annual return | -3.47% | 12.40%-15.9pp | 32.53%-36.0pp | -9.96%+6.5pp |
| Employer contribution / active EE | $1,777 | $855+107.8% | $1,961-9.4% | $2,111-15.8% |
| Participant deferral / active EE | $765 | $2,277-66.4% | $3,108-75.4% | $3,350-77.2% |
| Admin fee / account holder | $162 | $467-65.3% | $5,060-96.8% | $521-68.9% |