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 | $24,487 |
LPL FINANCIAL3 years Service code 27 · EIN 04-3406611 | Advisory (Plan) | $15,572 |
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 | $17,399 | $62,928-72.4% | $172,739-89.9% | $67,579-74.3% |
| Participation rate | 86.6% | 64.5%+22.2pp | 82.6%+4.0pp | 71.3%+15.4pp |
| Annual return | 23.40% | 30.36%-7.0pp | 802.84%-779.4pp | 378.56%-355.2pp |
| Employer contribution / active EE | $1,393 | $1,636-14.9% | $5,143-72.9% | $2,148-35.2% |
| Participant deferral / active EE | $1,146 | $2,145-46.6% | $5,198-78.0% | $3,539-67.6% |
| Admin fee / account holder | $113 | $167-32.1% | $13,954-99.2% | $142-20.5% |