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 99 · EIN 61-1495162 | Other Fees | $13,001 |
PKF O'CONNOR DAVIES, LLP6 years Service code 99 · EIN 27-1728945 | Other Fees | $12,500 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $9,280 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,145 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,261 | $71,057+103.0% | $93,654+54.0% | $80,874+78.4% |
| Participation rate | 97.9% | 60.4%+37.5pp | 68.7%+29.2pp | 67.6%+30.2pp |
| Annual return | 16.57% | 11.26%+5.3pp | 133.34%-116.8pp | 35.62%-19.1pp |
| Employer contribution / active EE | $5,089 | $1,564+225.4% | $2,421+110.2% | $2,756+84.7% |
| Participant deferral / active EE | $10,942 | $4,034+171.2% | $4,413+148.0% | $4,297+154.6% |
| Admin fee / account holder | $82 | $6,944-98.8% | $8,282-99.0% | $6,935-98.8% |