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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $26,572 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $10,264 |
Filed as: GWLA Service code 15 · EIN 84-0467907 8518 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,207 | $65,435+80.6% | $86,677+36.4% | $66,914+76.7% |
| Participation rate | 90.8% | 75.5%+15.4pp | 76.6%+14.3pp | 69.8%+21.0pp |
| Annual return | -14.80% | -10.89%-3.9pp | 35.91%-50.7pp | 1.58%-16.4pp |
| Employer contribution / active EE | $1,477 | $2,153-31.4% | $2,836-47.9% | $2,544-41.9% |
| Participant deferral / active EE | $2,903 | $4,100-29.2% | $4,656-37.7% | $4,237-31.5% |
| Admin fee / account holder | $72 | $642-88.8% | $7,493-99.0% | $593-87.9% |