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 |
|---|---|---|
RAIMONDO PETTIT GROUP1 year Service code 10 · EIN 33-0532641 | Accounting | $14,020 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $12,598 |
Filed as: NATIONAL PLANNING CORP Service code 27 · EIN 38-3023534 | Advisory (Plan) | $12,108 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $11,297 |
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 | $27,432 | $23,224+18.1% | $71,086-61.4% | $55,725-50.8% |
| Participation rate | 39.9% | 37.9%+2.0pp | 54.7%-14.8pp | 70.9%-31.0pp |
| Annual return | -6.70% | -2.87%-3.8pp | 650.59%-657.3pp | 244.93%-251.6pp |
| Employer contribution / active EE | $822 | $436+88.4% | $1,088-24.5% | $2,078-60.5% |
| Participant deferral / active EE | $1,396 | $929+50.3% | $1,874-25.5% | $3,356-58.4% |
| Admin fee / account holder | $219 | $118+86.0% | $3,082-92.9% | $115+90.5% |