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 | $44,166 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $40,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,793 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,113 | $99,078-14.1% | $96,544-11.8% | $74,419+14.4% |
| Participation rate | 93.5% | 80.7%+12.8pp | 76.0%+17.5pp | 70.7%+22.8pp |
| Annual return | 20.41% | 22.48%-2.1pp | 25.84%-5.4pp | 34.38%-14.0pp |
| Employer contribution / active EE | $3,076 | $2,570+19.7% | $2,965+3.8% | $2,637+16.6% |
| Participant deferral / active EE | $5,887 | $4,933+19.3% | $4,851+21.4% | $4,528+30.0% |
| Admin fee / account holder | $104 | $225-53.8% | $8,252-98.7% | $348-70.2% |