Filed January 9, 2023 (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 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 15 · EIN 35-0145825 | Recordkeeping | $28,903 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $27,593 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,525 | $69,763+1.1% | $67,502+4.5% | $74,495-5.3% |
| Participation rate | 82.7% | 71.4%+11.4pp | 72.9%+9.9pp | 67.2%+15.5pp |
| Annual return | 13.56% | -40.34%+53.9pp | 3512.12%-3498.6pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,377 | $2,704-12.1% | $2,731-13.0% | $2,623-9.4% |
| Participant deferral / active EE | $4,163 | $3,636+14.5% | $4,000+4.1% | $4,346-4.2% |
| Admin fee / account holder | $6 | $896-99.3% | $3,998-99.8% | $1,942-99.7% |