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 | $35,936 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $8,520 |
Filed as: WILSHIRE ADVISORS LLC 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 | $97,864 | $76,670+27.6% | $96,683+1.2% | $71,457+37.0% |
| Participation rate | 88.9% | 66.6%+22.3pp | 74.3%+14.5pp | 67.9%+21.0pp |
| Annual return | 16.43% | 48.29%-31.9pp | 35.69%-19.3pp | 28.85%-12.4pp |
| Employer contribution / active EE | $9,999 | $3,031+229.8% | $3,737+167.6% | $2,588+286.4% |
| Participant deferral / active EE | $4,276 | $3,771+13.4% | $4,878-12.3% | $4,289-0.3% |
| Admin fee / account holder | $182 | $2,028-91.1% | $6,730-97.3% | $1,587-88.6% |