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 | $36,478 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $8,032 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,073 | $64,119+26.4% | $112,228-27.8% | $66,914+21.2% |
| Participation rate | 90.9% | 68.5%+22.4pp | 75.1%+15.8pp | 69.8%+21.1pp |
| Annual return | -14.13% | -13.81%-0.3pp | 27.45%-41.6pp | 1.58%-15.7pp |
| Employer contribution / active EE | $562 | $3,005-81.3% | $3,635-84.5% | $2,544-77.9% |
| Participant deferral / active EE | $4,155 | $3,693+12.5% | $4,728-12.1% | $4,237-1.9% |
| Admin fee / account holder | $211 | $625-66.2% | $6,410-96.7% | $593-64.4% |