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 | $27,164 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 16 · EIN 04-3046611 | Consulting | $21,496 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,671 | $61,272-43.4% | $149,673-76.8% | $71,457-51.5% |
| Participation rate | 80.9% | 62.5%+18.4pp | 78.8%+2.2pp | 67.9%+13.0pp |
| Annual return | 16.58% | 35.85%-19.3pp | 134.42%-117.8pp | 28.85%-12.3pp |
| Employer contribution / active EE | $2,017 | $2,378-15.2% | $4,818-58.1% | $2,588-22.0% |
| Participant deferral / active EE | $2,027 | $2,917-30.5% | $5,680-64.3% | $4,289-52.7% |
| Admin fee / account holder | $211 | $1,261-83.3% | $13,210-98.4% | $1,587-86.7% |