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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,638 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $7,574 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,062 | $77,660+25.0% | $109,143-11.1% | $79,386+22.3% |
| Participation rate | 95.8% | 67.8%+28.0pp | 75.9%+19.9pp | 70.7%+25.1pp |
| Annual return | 12.03% | 23.44%-11.4pp | 25.75%-13.7pp | 116.85%-104.8pp |
| Employer contribution / active EE | $4,651 | $2,797+66.3% | $3,722+25.0% | $2,427+91.6% |
| Participant deferral / active EE | $3,874 | $3,518+10.1% | $4,653-16.7% | $4,046-4.2% |
| Admin fee / account holder | $213 | $732-70.8% | $6,752-96.8% | $626-65.9% |