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 LLP Service code 51 · EIN 04-3046611 | Investment Mgmt Fees | $39,834 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $5,088 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 15 · EIN 35-2091834 | Recordkeeping | $2,975 |
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 | $36,860 | $155,795-76.3% | $136,294-73.0% | $69,631-47.1% |
| Participation rate | 91.6% | 75.2%+16.3pp | 81.9%+9.6pp | 70.7%+20.9pp |
| Annual return | 39.57% | 232464.33%-232424.8pp | 5155.94%-5116.4pp | 27571.02%-27531.5pp |
| Employer contribution / active EE | $2,010 | $2,991-32.8% | $4,695-57.2% | $2,032-1.1% |
| Participant deferral / active EE | $5,220 | $5,394-3.2% | $6,247-16.4% | $3,224+61.9% |
| Admin fee / account holder | $31 | $128-75.6% | $9,243-99.7% | $110-71.7% |