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 LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $14,500 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $360 |
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 | $63,543 | $81,474-22.0% | $133,956-52.6% | $73,488-13.5% |
| Participation rate | 82.0% | 76.4%+5.6pp | 79.8%+2.1pp | 70.7%+11.3pp |
| Annual return | 15.97% | 19.40%-3.4pp | 45.09%-29.1pp | 28.51%-12.5pp |
| Employer contribution / active EE | $1,851 | $2,209-16.2% | $3,919-52.8% | $2,270-18.5% |
| Participant deferral / active EE | $2,809 | $3,786-25.8% | $5,048-44.3% | $3,740-24.9% |
| Admin fee / account holder | $143 | $713-80.0% | $8,927-98.4% | $513-72.2% |