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 |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 26 3655 NOBEL DRIVE, SUITE 450 · SAN DIEGO, CA 92122 | Advisory (Participants) | $11,250 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $4,288 |
LPL FINANCIAL2 years Filed as: FINANCIAL ADVOCATES INVESTMENT MANA Service code 27 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Advisory (Plan) | $3,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,912 | $109,881+66.5% | $150,045+21.9% | $84,808+115.7% |
| Participation rate | 73.8% | 76.1%-2.3pp | 82.3%-8.6pp | 68.3%+5.4pp |
| Annual return | 16.07% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,961 | $3,561+11.2% | $4,693-15.6% | $2,631+50.5% |
| Participant deferral / active EE | $6,656 | $6,636+0.3% | $7,997-16.8% | $4,212+58.0% |
| Admin fee / account holder | $187 | $8,568-97.8% | $13,435-98.6% | $7,344-97.5% |