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 |
|---|---|---|
LWM ADVISORY SERVICES1 year Filed as: LWN ADVISORY SERVICES LLC Service code 27 · EIN 47-1045931 | Advisory (Plan) | $19,606 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,570 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,044 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,260 | $24,733+115.3% | $69,647-23.5% | $74,495-28.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 66.5%+33.5pp | 67.2%+32.8pp |
| Annual return | 21.09% | 18.55%+2.5pp | 100.48%-79.4pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $4,283 | $1,001+328.1% | $1,712+150.1% | $2,623+63.3% |
| Participant deferral / active EE | $6,205 | $1,901+226.4% | $2,886+115.0% | $4,346+42.8% |
| Admin fee / account holder | $192 | $1,892-89.9% | $4,713-95.9% | $1,942-90.1% |