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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $95,642 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $62,471 |
WATKINS ROSS10+ years Filed as: WATKINS ROSS & CO Service code 49 · EIN 38-1477362 | Other Services | $9,703 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,276 | $65,908+38.5% | $81,812+11.6% | $77,643+17.6% |
| Participation rate | 99.6% | 65.8%+33.8pp | 72.3%+27.3pp | 70.6%+29.1pp |
| Annual return | 12.71% | 26.64%-13.9pp | 773.79%-761.1pp | 31.24%-18.5pp |
| Employer contribution / active EE | $2,634 | $2,370+11.1% | $2,912-9.6% | $2,726-3.4% |
| Participant deferral / active EE | $7,720 | $3,505+120.2% | $4,319+78.8% | $4,647+66.1% |
| Admin fee / account holder | $293 | $526-44.3% | $7,386-96.0% | $430-31.8% |