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 Service code 28 · EIN 95-2834236 | Investment Management | $12,574 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 | Contract Administrator | $6,060 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,301 | $53,165+207.2% | $86,188+89.5% | $74,419+119.4% |
| Participation rate | 93.7% | 64.9%+28.9pp | 69.0%+24.8pp | 70.7%+23.0pp |
| Annual return | 20.99% | 22.64%-1.7pp | 1168.45%-1147.5pp | 34.38%-13.4pp |
| Employer contribution / active EE | $6,812 | $1,210+463.0% | $2,380+186.2% | $2,637+158.3% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,985-100.0% | $4,528-100.0% |
| Admin fee / account holder | $22 | $551-96.0% | $6,852-99.7% | $348-93.7% |