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 FINANCIAL4 years Service code 27 PO BOX 509026 · SAN DIEGO, CA 92150 | Advisory (Plan) | $22,669 |
EKON BENEFITS5+ years Service code 15 4940 WASHINGTON BLVD · ST LOUIS, MO 63108 | Recordkeeping | $20,850 |
EKON FINANCIAL4 years Service code 27 4940 WASHINGTON BLVD · ST LOUIS, MO 63108 | Advisory (Plan) | $12,979 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,862 | $52,953-19.1% | $172,739-75.2% | $65,185-34.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 22.02% | 30.12%-8.1pp | 802.84%-780.8pp | 29.38%-7.4pp |
| Employer contribution / active EE | $2,070 | $2,190-5.4% | $5,143-59.7% | $2,177-4.9% |
| Participant deferral / active EE | $2,422 | $2,471-2.0% | $5,198-53.4% | $3,514-31.1% |
| Admin fee / account holder | $152 | $472-67.8% | $13,954-98.9% | $847-82.1% |