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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Service code 26 · EIN 04-3046611 FBO - COMPASS FINANCIAL PARTNERS · GREENSBORO, NC 274552878 | Advisory (Participants) | $32,975 |
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $25,786 |
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 | $83,693 | $60,795+37.7% | $69,455+20.5% | $65,185+28.4% |
| Participation rate | 75.7% | 74.9%+0.8pp | 74.6%+1.1pp | 70.2%+5.5pp |
| Annual return | 4.70% | 17.46%-12.8pp | 28.97%-24.3pp | 29.38%-24.7pp |
| Employer contribution / active EE | $2,499 | $2,452+1.9% | $2,779-10.1% | $2,177+14.8% |
| Participant deferral / active EE | $3,065 | $3,162-3.1% | $3,535-13.3% | $3,514-12.8% |
| Admin fee / account holder | $144 | $314-54.1% | $3,839-96.2% | $847-83.0% |