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 FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $59,715 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,223 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,018 | $78,419-46.4% | $133,956-68.6% | $73,409-42.8% |
| Participation rate | 91.4% | 78.6%+12.8pp | 79.8%+11.6pp | 72.2%+19.3pp |
| Annual return | 16.10% | 33.35%-17.2pp | 45.09%-29.0pp | 59.29%-43.2pp |
| Employer contribution / active EE | $1,034 | $2,044-49.4% | $3,919-73.6% | $2,234-53.7% |
| Participant deferral / active EE | $4,730 | $3,925+20.5% | $5,048-6.3% | $3,805+24.3% |
| Admin fee / account holder | $28 | $161-82.4% | $8,927-99.7% | $158-82.0% |