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 FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $6,248 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,309 | $109,881+31.3% | $150,045-3.8% | $84,808+70.2% |
| Participation rate | 92.0% | 76.1%+15.9pp | 82.3%+9.6pp | 68.3%+23.6pp |
| Annual return | 23.70% | 28.25%-4.5pp | 62.55%-38.8pp | 40.90%-17.2pp |
| Employer contribution / active EE | $3,659 | $3,561+2.8% | $4,693-22.0% | $2,631+39.1% |
| Participant deferral / active EE | $11,876 | $6,636+79.0% | $7,997+48.5% | $4,212+182.0% |
| Admin fee / account holder | $14 | $8,568-99.8% | $13,435-99.9% | $7,344-99.8% |