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 FINANCIAL8+ years Service code 27 · EIN 04-3046611 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $25,000 |
ASCENSUS LLC8+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $20,608 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,483 | $102,553-30.3% | $151,611-52.9% | $66,914+6.8% |
| Participation rate | 97.5% | 85.5%+12.0pp | 87.5%+10.1pp | 69.8%+27.7pp |
| Annual return | -16.65% | -10.82%-5.8pp | 3.33%-20.0pp | 1.58%-18.2pp |
| Employer contribution / active EE | $3,212 | $4,180-23.2% | $6,166-47.9% | $2,544+26.3% |
| Participant deferral / active EE | $6,856 | $6,641+3.2% | $8,363-18.0% | $4,237+61.8% |
| Admin fee / account holder | $203 | $630-67.8% | $11,616-98.3% | $593-65.8% |