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 FINANCIAL1 year Service code 28 · EIN 95-2834236 | Investment Management | $25,568 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 | Contract Administrator | $6,488 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,988 | $42,353+247.1% | $79,550+84.8% | $64,808+126.8% |
| Participation rate | 92.4% | 64.8%+27.6pp | 69.5%+22.9pp | 71.5%+20.9pp |
| Annual return | 16.20% | -12.24%+28.4pp | 0.16%+16.0pp | 32.82%-16.6pp |
| Employer contribution / active EE | $9,314 | $1,181+688.9% | $2,413+286.0% | $2,506+271.7% |
| Participant deferral / active EE | $0 | $3,170-100.0% | $3,985-100.0% | $4,310-100.0% |
| Admin fee / account holder | $41 | $160-74.3% | $6,832-99.4% | $188-78.1% |