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 9-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 FINANCIAL6 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $34,767 |
MIDWEST GROUP BENEFITS, INC.2 years Filed as: MIDWEST GROUP BENEFITS Service code 99 · EIN 84-4016035 | Other Fees | $10,430 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,283 | $76,670-30.5% | $96,683-44.9% | $71,457-25.4% |
| Participation rate | 98.2% | 66.6%+31.6pp | 74.3%+23.8pp | 67.9%+30.2pp |
| Annual return | 17.54% | 48.29%-30.8pp | 35.69%-18.2pp | 28.85%-11.3pp |
| Employer contribution / active EE | $461 | $3,031-84.8% | $3,737-87.7% | $2,588-82.2% |
| Participant deferral / active EE | $4,598 | $3,771+21.9% | $4,878-5.8% | $4,289+7.2% |
| Admin fee / account holder | $286 | $2,028-85.9% | $6,730-95.8% | $1,587-82.0% |