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 FINANCIAL6+ years Service code 27 · EIN 04-3046611 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $24,139 |
ASCENSUS LLC6+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $17,420 |
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 | $84,641 | $136,307-37.9% | $177,821-52.4% | $73,488+15.2% |
| Participation rate | 95.7% | 86.1%+9.5pp | 87.7%+7.9pp | 70.7%+25.0pp |
| Annual return | 14.26% | 18.68%-4.4pp | 48.32%-34.1pp | 28.51%-14.3pp |
| Employer contribution / active EE | $3,000 | $3,712-19.2% | $5,918-49.3% | $2,270+32.2% |
| Participant deferral / active EE | $6,673 | $5,829+14.5% | $7,714-13.5% | $3,740+78.4% |
| Admin fee / account holder | $207 | $596-65.3% | $12,427-98.3% | $513-59.7% |