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 FINANCIAL8 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $12,000 |
JPMORGAN INVEST HOLDINGS LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $11,732 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,935 | $71,516+77.5% | $98,439+28.9% | $71,457+77.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 14.05% | 32.41%-18.4pp | 21.16%-7.1pp | 28.85%-14.8pp |
| Employer contribution / active EE | $5,484 | $2,399+128.6% | $3,048+79.9% | $2,588+111.9% |
| Participant deferral / active EE | $8,935 | $4,109+117.5% | $4,738+88.6% | $4,289+108.3% |
| Admin fee / account holder | $144 | $1,675-91.4% | $8,948-98.4% | $1,587-90.9% |