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 FINANCIAL9+ years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $25,000 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $19,854 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,229 | $130,194-32.2% | $169,993-48.1% | $71,457+23.5% |
| Participation rate | 97.5% | 86.1%+11.4pp | 87.0%+10.5pp | 67.9%+29.6pp |
| Annual return | 18.18% | 20.37%-2.2pp | 53.37%-35.2pp | 28.85%-10.7pp |
| Employer contribution / active EE | $3,254 | $4,381-25.7% | $6,785-52.0% | $2,588+25.8% |
| Participant deferral / active EE | $6,903 | $6,923-0.3% | $10,408-33.7% | $4,289+61.0% |
| Admin fee / account holder | $199 | $966-79.4% | $12,815-98.4% | $1,587-87.4% |