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 year Service code 27 · EIN 95-2834236 | Advisory (Plan) | $13,126 |
Filed as: ASPIRE FINANCIAL Service code 15 · EIN 27-1033755 | Recordkeeping | $7,014 |
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 | $34,373 | $56,629-39.3% | $77,999-55.9% | $55,167-37.7% |
| Participation rate | 71.3% | 73.3%-2.0pp | 75.5%-4.2pp | 69.0%+2.3pp |
| Annual return | 7.39% | 2866.98%-2859.6pp | 425.96%-418.6pp | 169.23%-161.8pp |
| Employer contribution / active EE | $1,405 | $1,723-18.5% | $2,470-43.1% | $1,963-28.4% |
| Participant deferral / active EE | $2,130 | $2,777-23.3% | $3,497-39.1% | $3,054-30.3% |
| Admin fee / account holder | $222 | $467-52.3% | $5,480-95.9% | $504-55.9% |