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 |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $23,400 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,380 |
RAIMONDO PETTIT GROUP2 years Service code 10 · EIN 33-0532641 | Accounting | $6,000 |
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 | $40,039 | $25,302+58.2% | $74,701-46.4% | $67,579-40.8% |
| Participation rate | 37.6% | 37.8%-0.3pp | 54.5%-16.9pp | 71.3%-33.7pp |
| Annual return | 22.41% | 10291.17%-10268.8pp | 752.92%-730.5pp | 378.56%-356.1pp |
| Employer contribution / active EE | $816 | $446+82.7% | $1,084-24.7% | $2,148-62.0% |
| Participant deferral / active EE | $1,595 | $954+67.2% | $1,964-18.8% | $3,539-54.9% |
| Admin fee / account holder | $238 | $108+121.5% | $3,333-92.8% | $142+67.6% |