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 FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $12,547 |
THE RETIREMENT ADVANTAGE INC1+ years Service code 49 · EIN 39-1816008 | Other Services | $6,086 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,531 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,915 | $75,183-66.9% | $123,892-79.9% | $55,167-54.8% |
| Participation rate | 79.4% | 72.8%+6.6pp | 81.4%-2.0pp | 69.0%+10.4pp |
| Annual return | 18.00% | 19.01%-1.0pp | 47.52%-29.5pp | 169.23%-151.2pp |
| Employer contribution / active EE | $2,919 | $2,823+3.4% | $4,617-36.8% | $1,963+48.8% |
| Participant deferral / active EE | $4,346 | $5,084-14.5% | $5,984-27.4% | $3,054+42.3% |
| Admin fee / account holder | $35 | $663-94.7% | $8,357-99.6% | $504-93.0% |