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 |
|---|---|---|
LPL FINANCIAL9+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $17,575 |
DEFINITI LLC3 years Service code 10 · EIN 85-0833363 | Accounting | $15,846 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $11,288 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,309 | $55,415-76.0% | $155,509-91.4% | $74,495-82.1% |
| Participation rate | 99.2% | 61.9%+37.3pp | 78.2%+21.0pp | 67.2%+32.0pp |
| Annual return | 9.42% | 268.50%-259.1pp | 64.67%-55.3pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $1,378 | $2,267-39.2% | $4,672-70.5% | $2,623-47.5% |
| Participant deferral / active EE | $1,512 | $2,836-46.7% | $5,626-73.1% | $4,346-65.2% |
| Admin fee / account holder | $248 | $1,738-85.7% | $15,912-98.4% | $1,942-87.2% |