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 Service code 28 · EIN 95-2834236 | Investment Management | $22,435 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 | Contract Administrator | $8,455 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,932 | $54,193+182.2% | $93,606+63.4% | $77,643+97.0% |
| Participation rate | 93.8% | 63.9%+29.8pp | 68.7%+25.1pp | 70.6%+23.2pp |
| Annual return | 8.28% | 30.54%-22.3pp | 133.20%-124.9pp | 31.24%-23.0pp |
| Employer contribution / active EE | $3,235 | $1,168+177.0% | $2,420+33.7% | $2,726+18.7% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,411-100.0% | $4,647-100.0% |
| Admin fee / account holder | $33 | $576-94.3% | $8,285-99.6% | $430-92.4% |