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 FINANCIAL2 years Filed as: LPL RPCP Service code 12 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Claims processing; Sub-transfer agenc... | $27,000 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,619 |
Service code 15 4340 REDWOOD HIGHWAY STE B60 · SAN RAFAEL, CA 94903 | Recordkeeping | $9,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,782 | $65,557+44.6% | $64,056+48.0% | $71,457+32.6% |
| Participation rate | 99.0% | 73.2%+25.8pp | 72.3%+26.7pp | 67.9%+31.1pp |
| Annual return | 19.84% | 18.94%+0.9pp | 33.69%-13.9pp | 28.85%-9.0pp |
| Employer contribution / active EE | $6,127 | $2,669+129.6% | $2,747+123.1% | $2,588+136.8% |
| Participant deferral / active EE | $9,627 | $3,626+165.5% | $3,880+148.1% | $4,289+124.5% |
| Admin fee / account holder | $149 | $616-75.9% | $3,068-95.2% | $1,587-90.6% |