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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,156 |
LPL FINANCIAL1+ years Service code 61 · EIN 13-2953455 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,532 | $37,117-60.8% | $147,614-90.2% | $55,191-73.7% |
| Participation rate | 37.9% | 63.6%-25.7pp | 84.6%-46.7pp | 69.2%-31.2pp |
| Annual return | 0.57% | 3.44%-2.9pp | 61.98%-61.4pp | 10.78%-10.2pp |
| Employer contribution / active EE | $643 | $1,620-60.3% | $5,564-88.4% | $1,899-66.1% |
| Participant deferral / active EE | $1,089 | $1,985-45.2% | $4,895-77.8% | $3,046-64.3% |
| Admin fee / account holder | $23 | $86-72.9% | $11,611-99.8% | $91-74.5% |