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 5-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 | $46,885 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,565 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,055 | $82,917-39.6% | $103,333-51.6% | $77,643-35.5% |
| Participation rate | 91.8% | 71.6%+20.3pp | 74.5%+17.3pp | 70.6%+21.3pp |
| Annual return | 14.87% | 19.13%-4.3pp | 24.88%-10.0pp | 31.24%-16.4pp |
| Employer contribution / active EE | $3,211 | $3,552-9.6% | $3,868-17.0% | $2,726+17.8% |
| Participant deferral / active EE | $7,095 | $4,108+72.7% | $5,057+40.3% | $4,647+52.7% |
| Admin fee / account holder | $136 | $638-78.7% | $8,355-98.4% | $430-68.4% |