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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $22,547 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,920 |
WIPFLI LLP3 years Service code 13 · EIN 39-0758449 | Contract Administrator | $6,535 |
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 | $85,308 | $73,638+15.8% | $95,952-11.1% | $73,488+16.1% |
| Participation rate | 92.9% | 76.2%+16.8pp | 77.1%+15.8pp | 70.7%+22.2pp |
| Annual return | 18.28% | 16.78%+1.5pp | 91.61%-73.3pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,749 | $1,863-6.1% | $2,541-31.2% | $2,270-23.0% |
| Participant deferral / active EE | $5,765 | $3,617+59.4% | $4,167+38.4% | $3,740+54.2% |
| Admin fee / account holder | $274 | $482-43.2% | $6,795-96.0% | $513-46.6% |