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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $34,956 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $31,265 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,012 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,899 | $65,908+6.1% | $81,812-14.6% | $77,643-10.0% |
| Participation rate | 80.9% | 65.8%+15.1pp | 72.3%+8.6pp | 70.6%+10.4pp |
| Annual return | 12.70% | 26.64%-13.9pp | 773.79%-761.1pp | 31.24%-18.5pp |
| Employer contribution / active EE | $2,445 | $2,370+3.1% | $2,912-16.0% | $2,726-10.3% |
| Participant deferral / active EE | $5,447 | $3,505+55.4% | $4,319+26.1% | $4,647+17.2% |
| Admin fee / account holder | $287 | $526-45.4% | $7,386-96.1% | $430-33.2% |