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 |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $53,545 |
PETERSON SULLIVAN LLP3 years Filed as: PETERSON SULLIVAN, LLP Service code 10 · EIN 91-0605875 | Accounting | $14,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,037 |
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 | $29,376 | $62,267-52.8% | $110,238-73.4% | $55,725-47.3% |
| Participation rate | 91.1% | 78.1%+13.0pp | 79.8%+11.3pp | 70.9%+20.3pp |
| Annual return | -5.47% | -1.07%-4.4pp | 314.74%-320.2pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,033 | $1,941-46.8% | $3,826-73.0% | $2,078-50.3% |
| Participant deferral / active EE | $4,018 | $3,516+14.3% | $4,672-14.0% | $3,356+19.8% |
| Admin fee / account holder | $31 | $121-74.3% | $8,547-99.6% | $115-73.0% |