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 | $25,007 |
LPL FINANCIAL5 years Service code 16 · EIN 04-3406611 | Consulting | $20,857 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,424 | $61,156-48.6% | $185,823-83.1% | $79,386-60.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 14.46% | 19.45%-5.0pp | 122.05%-107.6pp | 116.85%-102.4pp |
| Employer contribution / active EE | $1,973 | $2,321-15.0% | $5,167-61.8% | $2,427-18.7% |
| Participant deferral / active EE | $1,854 | $2,789-33.5% | $5,568-66.7% | $4,046-54.2% |
| Admin fee / account holder | $185 | $710-74.0% | $16,237-98.9% | $626-70.5% |