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 FINANCIAL5 years Filed as: LPL FINACIAL Service code 99 | Other Fees | $46,771 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 C/O FUTUREPLAN · CHICAGO, IL 60673 | Other Services | $9,811 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $9,371 |
BARNES WENDLING CPAS INC1 year Filed as: BARNES WENDLING Service code 99 · EIN 34-1463411 | Other Fees | $4,874 |
LPL FINANCIAL7 years Service code 99 · EIN 04-3046611 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,862 | $101,499-28.2% | $147,005-50.4% | $74,546-2.3% |
| Participation rate | 91.1% | 75.5%+15.6pp | 82.2%+8.9pp | 67.2%+23.9pp |
| Annual return | 14.91% | 8732.34%-8717.4pp | 418.76%-403.9pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $2,734 | $3,811-28.3% | $4,934-44.6% | $2,624+4.2% |
| Participant deferral / active EE | $7,028 | $7,304-3.8% | $8,070-12.9% | $4,347+61.7% |
| Admin fee / account holder | $104 | $1,748-94.1% | $13,006-99.2% | $1,944-94.7% |