Filed November 11, 2020
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 FINANCIAL4 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $12,000 |
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $6,538 |
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 | $100,991 | $66,310+52.3% | $93,606+7.9% | $65,185+54.9% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 22.36% | 42.58%-20.2pp | 32.76%-10.4pp | 29.38%-7.0pp |
| Employer contribution / active EE | $4,389 | $2,012+118.1% | $2,718+61.5% | $2,177+101.6% |
| Participant deferral / active EE | $6,267 | $3,342+87.5% | $4,069+54.0% | $3,514+78.3% |
| Admin fee / account holder | $129 | $6,897-98.1% | $7,888-98.4% | $847-84.8% |