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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CO 92150 | Advisory (Plan) | $14,500 |
JPMORGAN INVEST HOLDINGS LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $446 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,466 | $86,655-34.8% | $119,609-52.8% | $66,914-15.6% |
| Participation rate | 81.0% | 75.6%+5.5pp | 79.3%+1.8pp | 69.8%+11.2pp |
| Annual return | -16.18% | -8.00%-8.2pp | -14.97%-1.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,420 | $2,536-4.6% | $4,232-42.8% | $2,544-4.9% |
| Participant deferral / active EE | $2,810 | $4,358-35.5% | $5,602-49.8% | $4,237-33.7% |
| Admin fee / account holder | $135 | $755-82.1% | $10,323-98.7% | $593-77.2% |