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 FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $16,936 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,969 |
Service code 13 · EIN 27-3853858 | Contract Administrator | $5,937 |
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 | $70,462 | $67,984+3.6% | $65,493+7.6% | $74,304-5.2% |
| Participation rate | 94.7% | 66.3%+28.4pp | 73.1%+21.6pp | 60.3%+34.4pp |
| Annual return | 9.81% | 19.87%-10.1pp | 982.45%-972.6pp | 29.43%-19.6pp |
| Employer contribution / active EE | $2,490 | $2,4910% | $2,574-3.3% | $2,241+11.1% |
| Participant deferral / active EE | $4,033 | $3,346+20.5% | $3,961+1.8% | $3,767+7.1% |
| Admin fee / account holder | $107 | $1,373-92.2% | $5,028-97.9% | $2,969-96.4% |