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 | $46,586 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $22,106 |
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 | $62,801 | $50,385+24.6% | $75,670-17.0% | $62,292+0.8% |
| Participation rate | 98.7% | 67.7%+31.0pp | 72.3%+26.3pp | 69.5%+29.2pp |
| Annual return | 16.65% | 19.90%-3.2pp | 27.34%-10.7pp | 28.90%-12.2pp |
| Employer contribution / active EE | $1,192 | $1,537-22.4% | $2,352-49.3% | $2,042-41.6% |
| Participant deferral / active EE | $3,129 | $2,445+28.0% | $3,142-0.4% | $3,169-1.3% |
| Admin fee / account holder | $282 | $384-26.5% | $5,800-95.1% | $479-41.1% |