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 15 · EIN 84-0467907 | Recordkeeping | $163,538 |
LPL FINANCIAL1 year Service code 16 · EIN 95-2834236 | Consulting | $90,907 |
Filed as: BENEFIT PLANS ADMIN. SERVICES INC. Service code 10 · EIN 20-1907367 | Accounting | $32,818 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,896 | $67,512+67.2% | $185,823-39.2% | $93,030+21.4% |
| Participation rate | 98.3% | 67.1%+31.2pp | 81.7%+16.6pp | 73.9%+24.4pp |
| Annual return | 15.15% | 21.04%-5.9pp | 122.05%-106.9pp | 158.70%-143.6pp |
| Employer contribution / active EE | $6,853 | $1,783+284.3% | $5,167+32.6% | $2,706+153.3% |
| Participant deferral / active EE | $4,952 | $3,035+63.1% | $5,568-11.1% | $4,562+8.5% |
| Admin fee / account holder | $156 | $318-51.0% | $16,237-99.0% | $152+2.6% |