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 · EIN 04-3046611 | Advisory (Plan) | $35,738 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $7,708 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,761 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,049 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $138,834 | $81,474+70.4% | $133,956+3.6% | $73,488+88.9% |
| Participation rate | 84.1% | 76.4%+7.7pp | 79.8%+4.2pp | 70.7%+13.4pp |
| Annual return | 25.74% | 19.40%+6.3pp | 45.09%-19.4pp | 28.51%-2.8pp |
| Employer contribution / active EE | $523 | $2,209-76.3% | $3,919-86.7% | $2,270-77.0% |
| Participant deferral / active EE | $7,142 | $3,786+88.6% | $5,048+41.5% | $3,740+91.0% |
| Admin fee / account holder | $140 | $713-80.4% | $8,927-98.4% | $513-72.8% |