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 FINANCIAL1 year Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 27 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $19,901 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 27 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $10,941 |
Filed as: COMMONWEALTH Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $8,370 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,184 | $52,293+26.6% | $178,490-62.9% | $73,409-9.8% |
| Participation rate | 84.6% | 65.3%+19.3pp | 81.9%+2.7pp | 72.2%+12.5pp |
| Annual return | 15.04% | 34.75%-19.7pp | 151.07%-136.0pp | 59.29%-44.3pp |
| Employer contribution / active EE | $2,256 | $1,735+30.0% | $5,011-55.0% | $2,234+1.0% |
| Participant deferral / active EE | $3,133 | $2,332+34.3% | $5,202-39.8% | $3,805-17.7% |
| Admin fee / account holder | $149 | $127+16.6% | $13,984-98.9% | $158-5.9% |