Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
Filed as: BENEFIT PLAN ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $180,755 |
LPL FINANCIAL7 years Service code 26 · EIN 04-3046611 | Advisory (Participants) | $72,856 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 26 8 BOOTH DRIVE · PLATTSBURGH, NY 12901 | Advisory (Participants) | $69,921 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,485 | $150,541-57.8% | $145,433-56.3% | $103,975-38.9% |
| Participation rate | 99.4% | 81.1%+18.3pp | 82.1%+17.3pp | 72.5%+26.9pp |
| Annual return | 17.41% | 20.73%-3.3pp | 66.58%-49.2pp | 19.41%-2.0pp |
| Employer contribution / active EE | $3,880 | $5,177-25.1% | $4,554-14.8% | $3,722+4.2% |
| Participant deferral / active EE | $5,657 | $9,456-40.2% | $7,897-28.4% | $5,343+5.9% |
| Admin fee / account holder | $235 | $165+42.9% | $13,129-98.2% | $332-29.2% |