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 FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $40,268 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,113 |
WISS & COMPANY, LLP1+ years Service code 10 354 EISENHOWER PARKWAY · LIVINGSTON, NJ 07039 | Accounting | $11,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,684 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,152 | $72,770+6.0% | $67,652+14.0% | $55,191+39.8% |
| Participation rate | 94.2% | 78.8%+15.4pp | 75.7%+18.5pp | 69.2%+25.0pp |
| Annual return | -0.32% | -3.26%+2.9pp | 6625.04%-6625.4pp | 10.78%-11.1pp |
| Employer contribution / active EE | $3,100 | $1,769+75.2% | $2,266+36.8% | $1,899+63.3% |
| Participant deferral / active EE | $4,691 | $3,408+37.6% | $3,560+31.8% | $3,046+54.0% |
| Admin fee / account holder | $86 | $79+9.4% | $4,821-98.2% | $91-5.0% |