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 | $44,214 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $10,431 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return 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 | $110,558 | $80,724+37.0% | $103,333+7.0% | $74,495+48.4% |
| Participation rate | 89.1% | 65.7%+23.4pp | 74.5%+14.6pp | 67.2%+21.9pp |
| Annual return | 9.57% | 27.56%-18.0pp | 24.88%-15.3pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $7,222 | $3,157+128.7% | $3,868+86.7% | $2,623+175.3% |
| Participant deferral / active EE | $4,791 | $3,860+24.1% | $5,057-5.3% | $4,346+10.2% |
| Admin fee / account holder | $218 | $2,368-90.8% | $8,355-97.4% | $1,942-88.8% |