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 |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 1 BEACON ST 22ND FLOOR · BOSTON, MH 02108 | Insurance Commissions | $16,298 |
Filed as: DYATECH LLC Service code 15 805 S WHEATLEY ST., STE 600 · RIDGELAND, MS 39157 | Recordkeeping | $5,911 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,908 | $70,002-44.4% | $115,037-66.2% | $52,331-25.6% |
| Participation rate | 78.3% | 72.1%+6.2pp | 81.4%-3.1pp | 68.1%+10.2pp |
| Annual return | -0.41% | 4.04%-4.4pp | 26.14%-26.5pp | 4.54%-4.9pp |
| Employer contribution / active EE | $601 | $2,715-77.9% | $4,608-87.0% | $1,882-68.1% |
| Participant deferral / active EE | $2,836 | $4,920-42.4% | $6,026-52.9% | $3,022-6.2% |
| Admin fee / account holder | $23 | $566-96.0% | $8,175-99.7% | $592-96.1% |