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 Service code 99 · EIN 04-3046611 | Other Fees | $36,567 |
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 | $92,876 | $55,636+66.9% | $81,983+13.3% | $73,488+26.4% |
| Participation rate | 73.7% | 62.3%+11.4pp | 69.2%+4.4pp | 70.7%+3.0pp |
| Annual return | 15.80% | 19.07%-3.3pp | 41.31%-25.5pp | 28.51%-12.7pp |
| Employer contribution / active EE | $652 | $1,625-59.9% | $2,498-73.9% | $2,270-71.3% |
| Participant deferral / active EE | $5,442 | $2,762+97.0% | $3,722+46.2% | $3,740+45.5% |
| Admin fee / account holder | $58 | $493-88.2% | $5,664-99.0% | $513-88.7% |