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 37 · EIN 04-2647786 | Loan Processing | $94,312 |
LPL FINANCIAL1+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $53,842 |
Form 5500 reported that benefits due were not provided when due.
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 | $64,190 | $107,378-40.2% | $108,579-40.9% | $57,658+11.3% |
| Participation rate | 93.4% | 77.1%+16.3pp | 79.6%+13.8pp | 70.2%+23.2pp |
| Annual return | 8.81% | 12.80%-4.0pp | -51.70%+60.5pp | 5.13%+3.7pp |
| Employer contribution / active EE | $1,008 | $1,782-43.4% | $3,758-73.2% | $1,974-48.9% |
| Participant deferral / active EE | $4,669 | $3,221+45.0% | $4,311+8.3% | $3,061+52.5% |
| Admin fee / account holder | $136 | $108+25.5% | $7,645-98.2% | $95+44.0% |