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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $18,708 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,782 |
WIPFLI LLP2 years Service code 13 · EIN 39-0758449 | Contract Administrator | $5,648 |
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 | $67,742 | $65,376+3.6% | $87,100-22.2% | $65,185+3.9% |
| Participation rate | 90.7% | 75.3%+15.4pp | 76.9%+13.8pp | 70.2%+20.5pp |
| Annual return | 25.28% | 31.27%-6.0pp | 28.19%-2.9pp | 29.38%-4.1pp |
| Employer contribution / active EE | $1,620 | $1,822-11.1% | $2,521-35.7% | $2,177-25.6% |
| Participant deferral / active EE | $5,219 | $3,388+54.0% | $4,049+28.9% | $3,514+48.5% |
| Admin fee / account holder | $168 | $520-67.6% | $7,497-97.8% | $847-80.1% |