Filed March 4, 2021 (most recent of 2 filings on file)
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 04-3046611 | Other Commissions | $47,533 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $11,056 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,548 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,594 | $54,558+67.9% | $76,002+20.5% | $74,546+22.9% |
| Participation rate | 94.0% | 60.3%+33.7pp | 69.1%+24.9pp | 67.2%+26.8pp |
| Annual return | 11.83% | 31.83%-20.0pp | 360.07%-348.2pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $1,556 | $1,778-12.5% | $2,688-42.1% | $2,624-40.7% |
| Participant deferral / active EE | $6,368 | $3,065+107.8% | $4,257+49.6% | $4,347+46.5% |
| Admin fee / account holder | $61 | $2,232-97.3% | $6,414-99.0% | $1,944-96.8% |