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 FINANCIAL3 years Filed as: LPL FINANCIAL, LLC Service code 27 | Advisory (Plan) | $21,812 |
Filed as: GLOBAL RETIREMENT PARTNER, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,305 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 100 BRIGHT MEADOW BLVD · ENFIELD, CT 06082 | Contract Administrator | $1,287 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $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 | $69,483 | $60,795+14.3% | $69,4550% | $65,185+6.6% |
| Participation rate | 73.6% | 74.9%-1.3pp | 74.6%-1.0pp | 70.2%+3.4pp |
| Annual return | 4.86% | 17.46%-12.6pp | 28.97%-24.1pp | 29.38%-24.5pp |
| Employer contribution / active EE | $2,629 | $2,452+7.2% | $2,779-5.4% | $2,177+20.8% |
| Participant deferral / active EE | $2,039 | $3,162-35.5% | $3,535-42.3% | $3,514-42.0% |
| Admin fee / account holder | $9 | $314-97.0% | $3,839-99.8% | $847-98.9% |