Filed March 17, 2023
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 FINANCIAL5 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,626 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,887 |
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 | $75,193 | $79,171-5.0% | $102,423-26.6% | $74,495+0.9% |
| Participation rate | 96.3% | 74.8%+21.5pp | 76.5%+19.8pp | 67.2%+29.1pp |
| Annual return | 17.47% | 54.93%-37.5pp | 29.32%-11.9pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $2,689 | $2,362+13.8% | $3,023-11.1% | $2,623+2.5% |
| Participant deferral / active EE | $5,702 | $4,415+29.1% | $5,053+12.8% | $4,346+31.2% |
| Admin fee / account holder | $37 | $2,001-98.2% | $9,451-99.6% | $1,942-98.1% |