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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $14,499 |
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $541 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,266 | $93,182-27.8% | $146,665-54.1% | $79,386-15.3% |
| Participation rate | 87.4% | 76.4%+11.0pp | 80.1%+7.3pp | 70.7%+16.7pp |
| Annual return | 15.09% | 21.61%-6.5pp | 22.74%-7.7pp | 116.85%-101.8pp |
| Employer contribution / active EE | $3,196 | $2,420+32.1% | $4,136-22.7% | $2,427+31.7% |
| Participant deferral / active EE | $2,939 | $4,169-29.5% | $5,506-46.6% | $4,046-27.4% |
| Admin fee / account holder | $130 | $585-77.8% | $10,280-98.7% | $626-79.3% |