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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,557 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $36,769 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,588 | $72,607+49.6% | $90,749+19.7% | $66,914+62.3% |
| Participation rate | 87.3% | 73.7%+13.6pp | 75.7%+11.6pp | 69.8%+17.5pp |
| Annual return | -12.57% | -12.28%-0.3pp | -12.16%-0.4pp | 1.58%-14.1pp |
| Employer contribution / active EE | $3,305 | $2,369+39.5% | $2,921+13.2% | $2,544+29.9% |
| Participant deferral / active EE | $9,476 | $3,977+138.3% | $4,564+107.6% | $4,237+123.7% |
| Admin fee / account holder | $214 | $707-69.7% | $8,445-97.5% | $593-63.9% |