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 4-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 37 · EIN 04-2647786 | Loan Processing | $14,993 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $9,270 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,902 | $180,101-73.4% | $94,646-49.4% | - |
| Participation rate | 85.5% | 65.2%+20.3pp | 80.8%+4.7pp | - |
| Annual return | 31.16% | 26.55%+4.6pp | 156.71%-125.6pp | - |
| Employer contribution / active EE | $10 | $2,353-99.6% | $3,672-99.7% | - |
| Participant deferral / active EE | $12,433 | $4,104+202.9% | $7,418+67.6% | - |
| Admin fee / account holder | $65 | $23,406-99.7% | $7,231-99.1% | - |