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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Participant co... | $131,097 |
LPL FINANCIAL2 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $25,000 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $121,489 | $73,404+65.5% | $87,100+39.5% | $67,579+79.8% |
| Participation rate | 97.6% | 80.9%+16.7pp | 76.9%+20.7pp | 71.3%+26.3pp |
| Annual return | 19.31% | 48.29%-29.0pp | 28.19%-8.9pp | 378.56%-359.2pp |
| Employer contribution / active EE | $4,421 | $2,014+119.5% | $2,521+75.4% | $2,148+105.9% |
| Participant deferral / active EE | $5,384 | $3,913+37.6% | $4,049+33.0% | $3,539+52.1% |
| Admin fee / account holder | $287 | $142+102.7% | $7,497-96.2% | $142+101.7% |