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 FINANCIAL3+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $33,535 |
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $29,130 |
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 | $64,919 | $59,186+9.7% | $76,768-15.4% | $56,287+15.3% |
| Participation rate | 92.6% | 75.2%+17.4pp | 77.0%+15.7pp | 69.9%+22.8pp |
| Annual return | -6.11% | 6.62%-12.7pp | 2.43%-8.5pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,290 | $1,759-26.7% | $2,485-48.1% | $2,111-38.9% |
| Participant deferral / active EE | $4,995 | $3,255+53.5% | $3,852+29.7% | $3,350+49.1% |
| Admin fee / account holder | $468 | $489-4.4% | $6,675-93.0% | $521-10.2% |