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 FINANCIAL5+ years Service code 27 · EIN 04-3046611 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $24,826 |
ASCENSUS LLC5+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $17,769 |
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 | $76,768 | $98,982-22.4% | $162,163-52.7% | $65,185+17.8% |
| Participation rate | 95.7% | 85.8%+9.9pp | 87.6%+8.1pp | 70.2%+25.5pp |
| Annual return | 22.43% | 24.84%-2.4pp | 115.59%-93.2pp | 29.38%-6.9pp |
| Employer contribution / active EE | $2,694 | $3,467-22.3% | $5,614-52.0% | $2,177+23.8% |
| Participant deferral / active EE | $5,850 | $5,384+8.6% | $7,298-19.8% | $3,514+66.5% |
| Admin fee / account holder | $221 | $596-63.0% | $10,843-98.0% | $847-73.9% |