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 | $31,307 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 16 · EIN 04-3046611 | Consulting | $25,332 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,359 | $49,915-15.1% | $154,803-72.6% | $74,304-43.0% |
| Participation rate | 74.7% | 54.0%+20.7pp | 78.1%-3.4pp | 60.3%+14.3pp |
| Annual return | 16.25% | 34.06%-17.8pp | 58.88%-42.6pp | 29.43%-13.2pp |
| Employer contribution / active EE | $2,005 | $1,611+24.4% | $4,305-53.4% | $2,241-10.6% |
| Participant deferral / active EE | $2,292 | $2,255+1.6% | $5,540-58.6% | $3,767-39.2% |
| Admin fee / account holder | $244 | $2,189-88.9% | $14,329-98.3% | $2,969-91.8% |