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 9-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 26 · EIN 71-0294708 | Advisory (Participants) | $37,292 |
LPL FINANCIAL4 years Service code 99 · EIN 04-3046611 | Other Fees | $31,630 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,189 | $81,474-16.3% | $133,956-49.1% | $73,488-7.2% |
| Participation rate | 70.4% | 76.4%-6.0pp | 79.8%-9.5pp | 70.7%-0.3pp |
| Annual return | 50.99% | 19.40%+31.6pp | 45.09%+5.9pp | 28.51%+22.5pp |
| Employer contribution / active EE | $2,647 | $2,209+19.8% | $3,919-32.5% | $2,270+16.6% |
| Participant deferral / active EE | $6,191 | $3,786+63.5% | $5,048+22.6% | $3,740+65.5% |
| Admin fee / account holder | $169 | $713-76.3% | $8,927-98.1% | $513-67.0% |