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 FINANCIAL7 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,620 |
Filed as: ACCELERATE INVESTMENT ADVISORS Service code 27 120 VANTIS DR · ALISO VIEJO, CA 92656 | Advisory (Plan) | $13,434 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,145 |
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 | $48,460 | $29,548+64.0% | $56,411-14.1% | $77,643-37.6% |
| Participation rate | 31.7% | 32.7%-1.0pp | 52.5%-20.8pp | 70.6%-38.9pp |
| Annual return | 13.78% | 19.01%-5.2pp | 1701.33%-1687.6pp | 31.24%-17.5pp |
| Employer contribution / active EE | $669 | $568+17.8% | $1,039-35.6% | $2,726-75.5% |
| Participant deferral / active EE | $1,127 | $1,061+6.3% | $1,952-42.2% | $4,647-75.7% |
| Admin fee / account holder | $178 | $1,046-83.0% | $2,829-93.7% | $430-58.7% |