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 15 · EIN 13-3689044 | Recordkeeping | $84,852 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 16 · EIN 04-3046611 | Consulting | $37,887 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,783 | $89,282-68.9% | $94,646-70.6% | $74,419-62.7% |
| Participation rate | 95.0% | 82.4%+12.6pp | 80.8%+14.2pp | 70.7%+24.3pp |
| Annual return | 21.63% | 25.96%-4.3pp | 156.71%-135.1pp | 34.38%-12.8pp |
| Employer contribution / active EE | $2,008 | $3,022-33.6% | $3,672-45.3% | $2,637-23.9% |
| Participant deferral / active EE | $5,949 | $8,425-29.4% | $7,418-19.8% | $4,528+31.4% |
| Admin fee / account holder | $135 | $219-38.2% | $7,231-98.1% | $348-61.1% |