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 | $54,844 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC HOLDINGS Service code 27 · EIN 04-3046611 | Advisory (Plan) | $31,497 |
Service code 16 · EIN 62-1757444 | Consulting | $5,783 |
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 | $46,322 | $52,670-12.1% | $90,404-48.8% | $73,409-36.9% |
| Participation rate | 71.2% | 67.7%+3.5pp | 72.7%-1.5pp | 72.2%-1.0pp |
| Annual return | 18.97% | 20.70%-1.7pp | 1293.02%-1274.0pp | 59.29%-40.3pp |
| Employer contribution / active EE | $1,820 | $1,872-2.7% | $3,262-44.2% | $2,234-18.5% |
| Participant deferral / active EE | $1,454 | $2,807-48.2% | $3,963-63.3% | $3,805-61.8% |
| Admin fee / account holder | $217 | $117+86.1% | $5,611-96.1% | $158+37.6% |