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 27 · EIN 04-3046611 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $22,671 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $12,457 |
3D ASSET MANAGEMENT3+ years Service code 28 · EIN 20-3725583 111 FOUNDERS PLAZA SUITE 603 · EAST HARTFORD, CT 06108 | Investment Management | $0 |
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 | $79,137 | $89,739-11.8% | $149,718-47.1% | $62,292+27.0% |
| Participation rate | 94.6% | 85.1%+9.5pp | 87.1%+7.5pp | 69.5%+25.0pp |
| Annual return | 17.92% | 21.01%-3.1pp | 1501.63%-1483.7pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,756 | $3,233-45.7% | $5,445-67.7% | $2,042-14.0% |
| Participant deferral / active EE | $5,157 | $4,797+7.5% | $6,569-21.5% | $3,169+62.7% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |