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 | $49,337 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $36,259 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,768 | $71,516+74.5% | $98,439+26.7% | $71,457+74.6% |
| Participation rate | 90.4% | 72.7%+17.7pp | 75.2%+15.2pp | 67.9%+22.5pp |
| Annual return | 21.10% | 32.41%-11.3pp | 21.16%-0.1pp | 28.85%-7.7pp |
| Employer contribution / active EE | $4,213 | $2,399+75.6% | $3,048+38.2% | $2,588+62.8% |
| Participant deferral / active EE | $11,060 | $4,109+169.2% | $4,738+133.4% | $4,289+157.9% |
| Admin fee / account holder | $213 | $1,675-87.3% | $8,948-97.6% | $1,587-86.6% |