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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $14,814 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $3,762 |
Filed as: MORGAN STANLEY DOMESTIC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $3,688 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 04201 | Recordkeeping | $1,235 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,276 | $91,407-51.6% | $135,903-67.4% | $71,457-38.0% |
| Participation rate | 79.3% | 75.7%+3.6pp | 81.9%-2.6pp | 67.9%+11.4pp |
| Annual return | 20.73% | 29.90%-9.2pp | 68.23%-47.5pp | 28.85%-8.1pp |
| Employer contribution / active EE | $1,274 | $3,703-65.6% | $4,856-73.8% | $2,588-50.7% |
| Participant deferral / active EE | $6,701 | $7,092-5.5% | $7,758-13.6% | $4,289+56.2% |
| Admin fee / account holder | $249 | $1,266-80.3% | $10,762-97.7% | $1,587-84.3% |