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 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $979 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,340 | $84,487-59.4% | $125,339-72.6% | $66,914-48.7% |
| Participation rate | 77.2% | 76.4%+0.8pp | 82.4%-5.2pp | 69.8%+7.4pp |
| Annual return | -16.34% | -8.39%-7.9pp | 572.05%-588.4pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,217 | $3,553-65.8% | $4,814-74.7% | $2,544-52.2% |
| Participant deferral / active EE | $6,212 | $6,781-8.4% | $7,446-16.6% | $4,237+46.6% |
| Admin fee / account holder | $274 | $685-60.0% | $10,010-97.3% | $593-53.8% |