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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $14,500 |
JPMORGAN INVEST HOLDINGS LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,145 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,945 | $82,978-16.9% | $129,995-47.0% | $71,457-3.5% |
| Participation rate | 85.3% | 74.1%+11.2pp | 78.5%+6.8pp | 67.9%+17.4pp |
| Annual return | 17.69% | 20.60%-2.9pp | -137.18%+154.9pp | 28.85%-11.2pp |
| Employer contribution / active EE | $2,373 | $2,622-9.5% | $4,320-45.1% | $2,588-8.3% |
| Participant deferral / active EE | $2,714 | $4,432-38.8% | $5,820-53.4% | $4,289-36.7% |
| Admin fee / account holder | $134 | $1,729-92.3% | $10,614-98.7% | $1,587-91.6% |