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 13 · EIN 42-0127290 | Contract Administrator | $40,331 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $16,511 |
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 | $52,991 | $46,072+15.0% | $70,014-24.3% | $55,167-3.9% |
| Participation rate | 97.4% | 67.5%+30.0pp | 71.8%+25.6pp | 69.0%+28.4pp |
| Annual return | 7.66% | 8.68%-1.0pp | 12.99%-5.3pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,123 | $1,500-25.1% | $2,338-52.0% | $1,963-42.8% |
| Participant deferral / active EE | $2,769 | $2,344+18.1% | $2,931-5.5% | $3,054-9.3% |
| Admin fee / account holder | $240 | $428-43.9% | $4,380-94.5% | $504-52.4% |