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 99 · EIN 71-0294708 | Other Fees | $88,314 |
LPL FINANCIAL1 year Filed as: LPL Service code 99 · EIN 04-3046611 | Other Fees | $67,020 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,475 | $42,886+13.0% | $88,946-45.5% | $85,563-43.3% |
| Participation rate | 96.9% | 37.9%+59.0pp | 68.8%+28.1pp | 66.0%+30.9pp |
| Annual return | 23.90% | 44.56%-20.7pp | 57.82%-33.9pp | 31.51%-7.6pp |
| Employer contribution / active EE | $4,287 | $1,147+273.8% | $2,555+67.8% | $2,654+61.6% |
| Participant deferral / active EE | $7,605 | $2,108+260.8% | $4,581+66.0% | $4,375+73.8% |
| Admin fee / account holder | $259 | $2,263-88.5% | $8,261-96.9% | $834-68.9% |