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 | $81,061 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $48,969 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,483 | $92,055+23.3% | $106,213+6.8% | $77,643+46.2% |
| Participation rate | 78.4% | 81.0%-2.6pp | 75.3%+3.2pp | 70.6%+7.9pp |
| Annual return | 13.71% | 17.91%-4.2pp | 116.14%-102.4pp | 31.24%-17.5pp |
| Employer contribution / active EE | $3,541 | $3,367+5.2% | $3,171+11.7% | $2,726+29.9% |
| Participant deferral / active EE | $7,498 | $5,386+39.2% | $5,016+49.5% | $4,647+61.3% |
| Admin fee / account holder | $171 | $219-22.0% | $11,033-98.5% | $430-60.3% |