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: LINEWEAVER WEALTH ADVISORS Service code 99 · EIN 47-1966492 | Other Fees | $18,906 |
Service code 99 · EIN 11-1000111 | Other Fees | $7,237 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,138 | $73,867-1.0% | $143,757-49.1% | $68,494+6.8% |
| Participation rate | 70.7% | 66.7%+4.1pp | 80.3%-9.6pp | 67.9%+2.8pp |
| Annual return | -14.05% | 1.01%-15.1pp | -0.04%-14.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,044 | $3,184-35.8% | $4,951-58.7% | $2,596-21.3% |
| Participant deferral / active EE | $3,808 | $3,384+12.5% | $5,637-32.4% | $4,027-5.4% |
| Admin fee / account holder | $118 | $5,755-98.0% | $14,673-99.2% | $5,403-97.8% |