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 7-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 |
|---|---|---|
Service code 16 · EIN 47-1411118 | Consulting | $47,273 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $15,139 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 16 · EIN 04-3046611 | Consulting | $10,731 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $610 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,651 | $102,553-29.2% | $151,611-52.1% | $66,914+8.6% |
| Participation rate | 83.6% | 85.5%-1.9pp | 87.5%-3.9pp | 69.8%+13.8pp |
| Annual return | -16.16% | -10.82%-5.3pp | 3.33%-19.5pp | 1.58%-17.7pp |
| Employer contribution / active EE | $6,498 | $4,180+55.4% | $6,166+5.4% | $2,544+155.4% |
| Participant deferral / active EE | $13,768 | $6,641+107.3% | $8,363+64.6% | $4,237+225.0% |
| Admin fee / account holder | $279 | $630-55.6% | $11,616-97.6% | $593-52.9% |