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 |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $15,430 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,580 |
Service code 13 · EIN 27-3853858 | Contract Administrator | $5,061 |
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 | $68,489 | $69,763-1.8% | $67,502+1.5% | $74,495-8.1% |
| Participation rate | 92.9% | 71.4%+21.6pp | 72.9%+20.0pp | 67.2%+25.7pp |
| Annual return | 11.25% | -40.34%+51.6pp | 3512.12%-3500.9pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $2,213 | $2,704-18.2% | $2,731-19.0% | $2,623-15.6% |
| Participant deferral / active EE | $3,500 | $3,636-3.7% | $4,000-12.5% | $4,346-19.5% |
| Admin fee / account holder | $100 | $896-88.9% | $3,998-97.5% | $1,942-94.9% |