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 26 · EIN 04-3044411 FBO - COMPASS FINANCIAL PARTNERS · GREENSBORO, NC 274552878 | Advisory (Participants) | $17,865 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $9,463 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,498 | $57,976+44.0% | $62,995+32.5% | $62,292+34.0% |
| Participation rate | 90.8% | 75.9%+14.9pp | 74.8%+16.0pp | 69.5%+21.3pp |
| Annual return | 10.51% | 17.54%-7.0pp | 87.57%-77.1pp | 28.90%-18.4pp |
| Employer contribution / active EE | $2,728 | $2,415+13.0% | $2,759-1.1% | $2,042+33.6% |
| Participant deferral / active EE | $3,116 | $2,956+5.4% | $3,329-6.4% | $3,169-1.7% |
| Admin fee / account holder | $70 | $276-74.6% | $3,600-98.1% | $479-85.4% |