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 |
|---|---|---|
Filed as: CAPFINANCIAL SECURITIES LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $21,048 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $13,228 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,108 |
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 | $49,240 | $66,180-25.6% | $118,746-58.5% | $62,292-21.0% |
| Participation rate | 90.0% | 71.3%+18.7pp | 78.3%+11.7pp | 69.5%+20.5pp |
| Annual return | 13.23% | 60.89%-47.7pp | 24.54%-11.3pp | 28.90%-15.7pp |
| Employer contribution / active EE | $341 | $3,183-89.3% | $4,193-91.9% | $2,042-83.3% |
| Participant deferral / active EE | $2,272 | $4,247-46.5% | $5,332-57.4% | $3,169-28.3% |
| Admin fee / account holder | $213 | $753-71.7% | $10,720-98.0% | $479-55.5% |