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 FINANCIAL2+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $29,651 |
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $26,857 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,948 | $64,909+24.7% | $82,313-1.7% | $62,292+29.9% |
| Participation rate | 77.0% | 74.9%+2.2pp | 76.9%+0.2pp | 69.5%+7.5pp |
| Annual return | 17.13% | 21.18%-4.0pp | 25.88%-8.7pp | 28.90%-11.8pp |
| Employer contribution / active EE | $1,281 | $1,676-23.5% | $2,428-47.2% | $2,042-37.3% |
| Participant deferral / active EE | $4,799 | $3,103+54.7% | $3,706+29.5% | $3,169+51.4% |
| Admin fee / account holder | $514 | $440+16.9% | $5,608-90.8% | $479+7.2% |