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 9-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 · EIN 04-3046611 | Advisory (Plan) | $18,689 |
KETEL THORSTENSON, LLP3 years Filed as: KETEL THORSTENSON LLP Service code 10 · EIN 46-0257538 | Accounting | $9,170 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,605 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,154 | $49,451+17.6% | $79,550-26.9% | $66,914-13.1% |
| Participation rate | 93.0% | 61.3%+31.6pp | 69.5%+23.5pp | 69.8%+23.2pp |
| Annual return | -16.99% | 84.25%-101.2pp | 0.16%-17.2pp | 1.58%-18.6pp |
| Employer contribution / active EE | $587 | $1,266-53.6% | $2,413-75.7% | $2,544-76.9% |
| Participant deferral / active EE | $5,174 | $3,159+63.8% | $3,985+29.8% | $4,237+22.1% |
| Admin fee / account holder | $233 | $595-60.9% | $6,832-96.6% | $593-60.8% |