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 | $48,257 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC HOLDINGS Service code 27 · EIN 04-3046611 | Advisory (Plan) | $29,590 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 62-1757444 | Advisory (Plan) | $5,569 |
Filed as: TENNESSEE PENSION ADMINISTRATORS L Service code 26 · EIN 62-1757444 | Advisory (Participants) | $1,906 |
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 | $37,650 | $54,237-30.6% | $90,281-58.3% | $67,579-44.3% |
| Participation rate | 73.3% | 68.6%+4.7pp | 73.3%0pp | 71.3%+2.0pp |
| Annual return | 25.14% | 37.27%-12.1pp | 78.10%-53.0pp | 378.56%-353.4pp |
| Employer contribution / active EE | $828 | $1,846-55.2% | $2,854-71.0% | $2,148-61.5% |
| Participant deferral / active EE | $2,267 | $2,625-13.6% | $3,885-41.7% | $3,539-35.9% |
| Admin fee / account holder | $197 | $123+59.7% | $5,351-96.3% | $142+38.5% |