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 | $27,682 |
LPL FINANCIAL4 years Service code 16 · EIN 04-3406611 | Consulting | $16,765 |
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 | $25,516 | $58,879-56.7% | $178,490-85.7% | $73,488-65.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 13.90% | 24.86%-11.0pp | 151.07%-137.2pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,693 | $2,236-24.3% | $5,011-66.2% | $2,270-25.4% |
| Participant deferral / active EE | $1,768 | $2,567-31.1% | $5,202-66.0% | $3,740-52.7% |
| Admin fee / account holder | $167 | $400-58.2% | $13,984-98.8% | $513-67.4% |