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 FINANCIAL3 years Filed as: WADDELL & REED INC Service code 27 · EIN 43-1235675 | Advisory (Plan) | $77,239 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,525 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,571 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $212,107 | $100,801+110.4% | $149,696+41.7% | $73,409+188.9% |
| Participation rate | 93.5% | 77.7%+15.8pp | 82.5%+11.0pp | 72.2%+21.3pp |
| Annual return | 19.03% | 265.34%-246.3pp | 276.60%-257.6pp | 59.29%-40.3pp |
| Employer contribution / active EE | $4,394 | $3,312+32.7% | $4,644-5.4% | $2,234+96.7% |
| Participant deferral / active EE | $9,920 | $6,404+54.9% | $6,842+45.0% | $3,805+160.7% |
| Admin fee / account holder | $370 | $181+104.7% | $9,309-96.0% | $158+134.4% |