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 | $65,327 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC HOLDINGS Service code 27 · EIN 04-3046611 | Advisory (Plan) | $35,340 |
Service code 16 · EIN 62-1757444 | Consulting | $7,123 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,941 | $47,722-56.1% | $82,719-74.7% | $64,808-67.7% |
| Participation rate | 92.2% | 67.6%+24.6pp | 72.6%+19.6pp | 71.5%+20.7pp |
| Annual return | -18.46% | -13.05%-5.4pp | 701.18%-719.6pp | 32.82%-51.3pp |
| Employer contribution / active EE | $1,111 | $2,179-49.0% | $3,009-63.1% | $2,506-55.6% |
| Participant deferral / active EE | $1,060 | $3,329-68.2% | $4,395-75.9% | $4,310-75.4% |
| Admin fee / account holder | $118 | $143-17.3% | $5,329-97.8% | $188-37.1% |