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 | $85,927 |
MY GROUP LLC6 years Filed as: SI GROUP Service code 49 · EIN 99-0242337 | Other Services | $24,312 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,544 |
PENSION ASSURANCE LLP4 years Service code 10 · EIN 30-0840934 | Accounting | $15,000 |
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 | $15,212 | $53,165-71.4% | $86,188-82.3% | $74,419-79.6% |
| Participation rate | 92.8% | 64.9%+27.9pp | 69.0%+23.8pp | 70.7%+22.1pp |
| Annual return | 15.08% | 22.64%-7.6pp | 1168.45%-1153.4pp | 34.38%-19.3pp |
| Employer contribution / active EE | $792 | $1,210-34.5% | $2,380-66.7% | $2,637-70.0% |
| Participant deferral / active EE | $2,124 | $3,234-34.3% | $3,985-46.7% | $4,528-53.1% |
| Admin fee / account holder | $150 | $551-72.8% | $6,852-97.8% | $348-56.8% |