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 SERVICES2 years Filed as: LWN ADVISORY SERVICES LLC Service code 27 · EIN 47-1045931 | Advisory (Plan) | $22,046 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $8,756 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,414 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,497 | $20,316+271.6% | $66,042+14.3% | $74,304+1.6% |
| Participation rate | 100.0% | 62.8%+37.2pp | 67.5%+32.5pp | 60.3%+39.7pp |
| Annual return | 21.08% | 28.10%-7.0pp | 52.11%-31.0pp | 29.43%-8.4pp |
| Employer contribution / active EE | $4,254 | $745+471.2% | $1,579+169.3% | $2,241+89.8% |
| Participant deferral / active EE | $6,599 | $1,615+308.6% | $2,835+132.7% | $3,767+75.2% |
| Admin fee / account holder | $248 | $1,668-85.1% | $5,747-95.7% | $2,969-91.7% |