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 | $38,408 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,152 |
BKD, LLP1 year Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $7,809 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,239 | $95,880-36.1% | $107,525-43.0% | $85,563-28.4% |
| Participation rate | 89.1% | 70.1%+19.0pp | 75.1%+14.0pp | 66.0%+23.1pp |
| Annual return | 16.56% | 68.06%-51.5pp | 181.32%-164.8pp | 31.51%-15.0pp |
| Employer contribution / active EE | $2,821 | $3,812-26.0% | $3,754-24.9% | $2,654+6.3% |
| Participant deferral / active EE | $6,136 | $4,201+46.1% | $5,116+20.0% | $4,375+40.2% |
| Admin fee / account holder | $143 | $1,025-86.1% | $8,919-98.4% | $834-82.9% |