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 10 · EIN 52-0783935 | Accounting | $2,255 |
LPL FINANCIAL1 year Service code 28 · EIN 04-3046611 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,300 | $64,909-30.2% | $82,313-45.0% | $62,292-27.3% |
| Participation rate | 91.8% | 74.9%+16.9pp | 76.9%+14.9pp | 69.5%+22.3pp |
| Annual return | 12.78% | 21.18%-8.4pp | 25.88%-13.1pp | 28.90%-16.1pp |
| Employer contribution / active EE | $1,044 | $1,676-37.7% | $2,428-57.0% | $2,042-48.9% |
| Participant deferral / active EE | $2,534 | $3,103-18.4% | $3,706-31.6% | $3,169-20.1% |
| Admin fee / account holder | $20 | $440-95.5% | $5,608-99.6% | $479-95.9% |