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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $55,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,355 |
WINDHAM BRANNON4 years Filed as: WINDHAM BRANNON PC Service code 10 · EIN 58-1763439 | Accounting | $37,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,973 | $41,774+41.2% | $118,925-50.4% | $90,288-34.7% |
| Participation rate | 96.2% | 55.0%+41.2pp | 75.4%+20.8pp | 73.4%+22.9pp |
| Annual return | 22.12% | 16.64%+5.5pp | 35.88%-13.8pp | 53.97%-31.8pp |
| Employer contribution / active EE | $2,044 | $986+107.3% | $3,263-37.4% | $2,524-19.0% |
| Participant deferral / active EE | $4,414 | $1,683+162.2% | $4,265+3.5% | $4,232+4.3% |
| Admin fee / account holder | $25 | $85-70.1% | $6,581-99.6% | $114-77.8% |