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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $17,316 |
WIPFLI LLP1 year Service code 13 · EIN 39-0758449 | Contract Administrator | $4,158 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $600 |
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 | $52,726 | $59,186-10.9% | $76,768-31.3% | $56,287-6.3% |
| Participation rate | 88.4% | 75.2%+13.2pp | 77.0%+11.5pp | 69.9%+18.6pp |
| Annual return | -1.16% | 6.62%-7.8pp | 2.43%-3.6pp | -9.96%+8.8pp |
| Employer contribution / active EE | $1,549 | $1,759-11.9% | $2,485-37.7% | $2,111-26.6% |
| Participant deferral / active EE | $4,757 | $3,255+46.1% | $3,852+23.5% | $3,350+42.0% |
| Admin fee / account holder | $2 | $489-99.5% | $6,675-100.0% | $521-99.6% |