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 FINANCIAL4 years Filed as: LPL Service code 99 · EIN 04-3046611 | Other Fees | $0 |
LPL FINANCIAL2 years Service code 99 | Other Fees | $0 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,435 | $60,989+12.2% | $60,874+12.4% | $66,914+2.3% |
| Participation rate | 77.2% | 74.5%+2.7pp | 73.1%+4.1pp | 69.8%+7.4pp |
| Annual return | -14.38% | -9.60%-4.8pp | 16.90%-31.3pp | 1.58%-16.0pp |
| Employer contribution / active EE | $11,270 | $2,661+323.6% | $2,701+317.2% | $2,544+343.0% |
| Participant deferral / active EE | $2,743 | $3,615-24.1% | $3,817-28.1% | $4,237-35.2% |
| Admin fee / account holder | $115 | $338-65.9% | $3,224-96.4% | $593-80.6% |