Filed December 22, 2021 (most recent of 2 filings on file)
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 9-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 | $56,402 |
LPL FINANCIAL2+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $34,994 |
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 | $106,707 | $46,173+131.1% | $170,442-37.4% | $69,631+53.2% |
| Participation rate | 90.4% | 63.9%+26.5pp | 83.6%+6.8pp | 70.7%+19.7pp |
| Annual return | 19.43% | 21.62%-2.2pp | 205.93%-186.5pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $5,097 | $1,610+216.6% | $5,433-6.2% | $2,032+150.8% |
| Participant deferral / active EE | $6,907 | $2,080+232.0% | $4,939+39.8% | $3,224+114.3% |
| Admin fee / account holder | $287 | $116+147.9% | $13,880-97.9% | $110+160.2% |