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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $42,529 |
LPL FINANCIAL2 years Service code 99 · EIN 04-3046611 | Other Fees | $34,630 |
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 | $113,357 | $98,982+14.5% | $162,163-30.1% | $65,185+73.9% |
| Participation rate | 88.6% | 85.8%+2.8pp | 87.6%+1.0pp | 70.2%+18.4pp |
| Annual return | 23.67% | 24.84%-1.2pp | 115.59%-91.9pp | 29.38%-5.7pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,614-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $9,711 | $5,384+80.3% | $7,298+33.1% | $3,514+176.4% |
| Admin fee / account holder | $196 | $596-67.1% | $10,843-98.2% | $847-76.9% |