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 6-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 | $56,803 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $40,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,448 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,433 | $72,254+9.9% | $86,677-8.4% | $64,808+22.6% |
| Participation rate | 88.7% | 80.4%+8.3pp | 76.6%+12.1pp | 71.5%+17.2pp |
| Annual return | -11.96% | 392.42%-404.4pp | 35.91%-47.9pp | 32.82%-44.8pp |
| Employer contribution / active EE | $2,573 | $2,393+7.5% | $2,836-9.3% | $2,506+2.7% |
| Participant deferral / active EE | $4,985 | $4,658+7.0% | $4,656+7.1% | $4,310+15.6% |
| Admin fee / account holder | $124 | $174-28.5% | $7,493-98.3% | $188-33.8% |