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 FINANCIAL2 years Filed as: NEXT FINANCIAL GROUP INC. Service code 55 2500 WILCREST DR. · HOUSTON, TX 77042 | Other Commissions | $9,860 |
Filed as: CETERA ADVISORS LLC Service code 99 · EIN 84-0858799 | Other Fees | $5,510 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,819 | $49,138-43.4% | $84,015-66.9% | $65,185-57.3% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 70.2%+29.8pp |
| Annual return | 22.87% | 23.00%-0.1pp | 71.31%-48.4pp | 29.38%-6.5pp |
| Employer contribution / active EE | $1,584 | $914+73.4% | $1,983-20.1% | $2,177-27.2% |
| Participant deferral / active EE | $770 | $2,397-67.9% | $3,239-76.2% | $3,514-78.1% |
| Admin fee / account holder | $215 | $543-60.5% | $6,101-96.5% | $847-74.7% |