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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $77,698 |
MY GROUP LLC5 years Filed as: SI GROUP Service code 49 · EIN 99-0242337 | Other Services | $20,195 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,053 |
PENSION ASSURANCE LLP3 years Service code 10 · EIN 30-0840934 | Accounting | $14,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,795 | $42,353-67.4% | $79,550-82.7% | $64,808-78.7% |
| Participation rate | 92.2% | 64.8%+27.4pp | 69.5%+22.7pp | 71.5%+20.7pp |
| Annual return | -15.80% | -12.24%-3.6pp | 0.16%-16.0pp | 32.82%-48.6pp |
| Employer contribution / active EE | $748 | $1,181-36.6% | $2,413-69.0% | $2,506-70.1% |
| Participant deferral / active EE | $1,987 | $3,170-37.3% | $3,985-50.1% | $4,310-53.9% |
| Admin fee / account holder | $146 | $160-8.7% | $6,832-97.9% | $188-22.4% |