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: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,166 |
STRATOS WEALTH PARTNERS1 year Filed as: STRATOS WEALTH PARTNERS LLC Service code 27 · EIN 27-5273468 | Advisory (Plan) | $18,166 |
Service code 13 · EIN 31-1582098 | Contract Administrator | $7,000 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $4,735 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $108,078 | $58,083+86.1% | $80,019+35.1% | $56,287+92.0% |
| Participation rate | 76.9% | 73.6%+3.3pp | 75.8%+1.1pp | 69.9%+7.1pp |
| Annual return | -8.74% | 34.61%-43.4pp | 11.22%-20.0pp | -9.96%+1.2pp |
| Employer contribution / active EE | $3,214 | $1,932+66.3% | $2,468+30.2% | $2,111+52.2% |
| Participant deferral / active EE | $5,081 | $3,135+62.1% | $3,686+37.9% | $3,350+51.7% |
| Admin fee / account holder | $233 | $623-62.5% | $6,521-96.4% | $521-55.2% |