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 37 · EIN 04-2647786 | Loan Processing | $12,242 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,109 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,952 | $70,908+55.1% | $98,907+11.2% | $73,488+49.6% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 15.14% | 34.17%-19.0pp | 196.43%-181.3pp | 28.51%-13.4pp |
| Employer contribution / active EE | $2,722 | $2,036+33.7% | $2,689+1.2% | $2,270+19.9% |
| Participant deferral / active EE | $6,785 | $3,500+93.9% | $4,244+59.9% | $3,740+81.5% |
| Admin fee / account holder | $192 | $535-64.1% | $6,642-97.1% | $513-62.6% |