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 FINANCIAL10+ years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $25,000 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,170 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,904 | $122,239-15.8% | $184,203-44.1% | $74,495+38.1% |
| Participation rate | 95.7% | 85.5%+10.2pp | 86.8%+8.8pp | 67.2%+28.5pp |
| Annual return | 13.75% | 19.95%-6.2pp | 28.81%-15.1pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $3,351 | $4,537-26.2% | $6,427-47.9% | $2,623+27.7% |
| Participant deferral / active EE | $7,268 | $7,139+1.8% | $9,131-20.4% | $4,346+67.2% |
| Admin fee / account holder | $209 | $1,260-83.4% | $13,901-98.5% | $1,942-89.2% |