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 | $40,325 |
Filed as: LINSCO PRIVATE LEDGER Service code 27 · EIN 95-1834236 | Advisory (Plan) | $21,898 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $19,483 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $14,164 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,128 | $93,131+23.6% | $106,548+8.1% | $86,799+32.6% |
| Participation rate | 60.4% | 81.4%-21.0pp | 76.1%-15.7pp | 72.3%-11.8pp |
| Annual return | 15.02% | 19.45%-4.4pp | 26.80%-11.8pp | 97.91%-82.9pp |
| Employer contribution / active EE | $963 | $2,895-66.7% | $2,819-65.8% | $2,405-60.0% |
| Participant deferral / active EE | $4,638 | $4,708-1.5% | $4,398+5.5% | $4,131+12.3% |
| Admin fee / account holder | $220 | $145+51.6% | $7,407-97.0% | $170+29.7% |