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) | $48,699 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,314 |
Filed as: MESIROW FINANCIAL INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $13,578 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,395 |
Annual investment return 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 | $138,818 | $35,123+295.2% | $93,406+48.6% | $73,409+89.1% |
| Participation rate | 82.3% | 68.3%+14.1pp | 66.8%+15.5pp | 72.2%+10.2pp |
| Annual return | 7.37% | 18.89%-11.5pp | 78.05%-70.7pp | 59.29%-51.9pp |
| Employer contribution / active EE | $1,133 | $1,247-9.2% | $2,075-45.4% | $2,234-49.3% |
| Participant deferral / active EE | $6,258 | $2,249+178.2% | $3,126+100.2% | $3,805+64.5% |
| Admin fee / account holder | $232 | $108+114.3% | $5,230-95.6% | $158+46.8% |