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 Filed as: LPL FINANCIAL CORPORATION Service code 17 P O BOX 502533 · SAN DIEGO, CA 92150 | Pension Consulting | $69,108 |
MINNESOTA LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $7,296 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,006 | $91,407+33.5% | $135,903-10.2% | $71,457+70.7% |
| Participation rate | 92.0% | 75.7%+16.3pp | 81.9%+10.1pp | 67.9%+24.1pp |
| Annual return | 19.38% | 29.90%-10.5pp | 68.23%-48.9pp | 28.85%-9.5pp |
| Employer contribution / active EE | $10,872 | $3,703+193.6% | $4,856+123.9% | $2,588+320.2% |
| Participant deferral / active EE | $22,758 | $7,092+220.9% | $7,758+193.4% | $4,289+430.6% |
| Admin fee / account holder | $250 | $1,266-80.3% | $10,762-97.7% | $1,587-84.3% |