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 | $24,000 |
LPL FINANCIAL6 years Service code 16 · EIN 04-3046611 | Consulting | $20,547 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,872 | $65,061-54.1% | $143,757-79.2% | $66,914-55.4% |
| Participation rate | 97.2% | 65.2%+32.0pp | 80.3%+16.9pp | 69.8%+27.4pp |
| Annual return | -16.51% | -11.14%-5.4pp | -0.04%-16.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,844 | $2,361-21.9% | $4,951-62.8% | $2,544-27.5% |
| Participant deferral / active EE | $2,081 | $2,919-28.7% | $5,637-63.1% | $4,237-50.9% |
| Admin fee / account holder | $191 | $502-61.9% | $14,673-98.7% | $593-67.8% |