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 15 · EIN 13-3689044 | Recordkeeping | $24,094 |
LPL FINANCIAL2 years Service code 27 · EIN 04-3406611 | Advisory (Plan) | $15,183 |
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 | $15,347 | $37,196-58.7% | $154,107-90.0% | $55,725-72.5% |
| Participation rate | 71.7% | 64.1%+7.6pp | 83.0%-11.3pp | 70.9%+0.8pp |
| Annual return | -5.35% | 1319.68%-1325.0pp | 735.12%-740.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $1,493 | $1,614-7.5% | $5,298-71.8% | $2,078-28.2% |
| Participant deferral / active EE | $823 | $2,068-60.2% | $5,081-83.8% | $3,356-75.5% |
| Admin fee / account holder | $114 | $102+12.1% | $13,411-99.2% | $115-1.2% |