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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,753 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $17,212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,438 | $29,369+51.3% | $77,482-42.6% | $73,409-39.5% |
| Participation rate | 36.6% | 37.9%-1.3pp | 54.2%-17.6pp | 72.2%-35.6pp |
| Annual return | 16.35% | 358.15%-341.8pp | 54.79%-38.4pp | 59.29%-42.9pp |
| Employer contribution / active EE | $379 | $406-6.6% | $986-61.6% | $2,234-83.0% |
| Participant deferral / active EE | $714 | $941-24.1% | $1,861-61.6% | $3,805-81.2% |
| Admin fee / account holder | $189 | $123+54.0% | $2,858-93.4% | $158+19.7% |