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: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,157 |
STRATOS WEALTH PARTNERS2 years Filed as: STRATOS WEALTH PARTNERS LLC Service code 27 · EIN 27-5273468 | Advisory (Plan) | $21,157 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $4,732 |
Service code 14 · EIN 31-1582098 | Plan Administrator | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $128,116 | $66,310+93.2% | $93,606+36.9% | $65,185+96.5% |
| Participation rate | 69.4% | 74.0%-4.5pp | 75.8%-6.4pp | 70.2%-0.8pp |
| Annual return | 24.01% | 42.58%-18.6pp | 32.76%-8.7pp | 29.38%-5.4pp |
| Employer contribution / active EE | $2,998 | $2,012+49.0% | $2,718+10.3% | $2,177+37.7% |
| Participant deferral / active EE | $4,694 | $3,342+40.5% | $4,069+15.4% | $3,514+33.6% |
| Admin fee / account holder | $250 | $6,897-96.4% | $7,888-96.8% | $847-70.5% |