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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $48,323 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC HOLDINGS Service code 27 · EIN 04-3046611 | Advisory (Plan) | $26,732 |
LPL FINANCIAL1 year Service code 16 · EIN 95-2834236 | Consulting | $7,234 |
Filed as: TENNESSEE PENSION ADMINISTRATORS L Service code 16 · EIN 62-1757444 | Consulting | $3,321 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 16 · EIN 95-2834236 | Consulting | $1,744 |
Service code 28 · EIN 04-2647786 | Investment Management | $0 |
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 | $30,887 | $43,999-29.8% | $79,464-61.1% | $55,725-44.6% |
| Participation rate | 78.1% | 66.9%+11.2pp | 73.3%+4.8pp | 70.9%+7.3pp |
| Annual return | -5.64% | 1.81%-7.5pp | 718.14%-723.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $784 | $1,830-57.1% | $2,800-72.0% | $2,078-62.3% |
| Participant deferral / active EE | $2,757 | $2,538+8.6% | $3,704-25.6% | $3,356-17.8% |
| Admin fee / account holder | $197 | $118+67.4% | $5,113-96.2% | $115+70.8% |