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-SMS SERVICE PROVIDER Service code 49 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Services | $14,019 |
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $9,575 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $2,770 |
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 | $79,520 | $66,310+19.9% | $93,606-15.0% | $65,185+22.0% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 18.89% | 42.58%-23.7pp | 32.76%-13.9pp | 29.38%-10.5pp |
| Employer contribution / active EE | $2,343 | $2,012+16.5% | $2,718-13.8% | $2,177+7.7% |
| Participant deferral / active EE | $4,109 | $3,342+23.0% | $4,069+1.0% | $3,514+17.0% |
| Admin fee / account holder | $108 | $6,897-98.4% | $7,888-98.6% | $847-87.2% |