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 |
|---|---|---|
1ST GLOBAL CAPITAL CORP1 year Service code 55 · EIN 75-2428870 | Other Commissions | $6,757 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $3,280 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,188 |
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 | $45,321 | $59,186-23.4% | $76,768-41.0% | $56,287-19.5% |
| Participation rate | 77.5% | 75.2%+2.2pp | 77.0%+0.5pp | 69.9%+7.6pp |
| Annual return | -6.45% | 6.62%-13.1pp | 2.43%-8.9pp | -9.96%+3.5pp |
| Employer contribution / active EE | $1,656 | $1,759-5.9% | $2,485-33.4% | $2,111-21.6% |
| Participant deferral / active EE | $2,102 | $3,255-35.4% | $3,852-45.4% | $3,350-37.2% |
| Admin fee / account holder | $22 | $489-95.4% | $6,675-99.7% | $521-95.7% |