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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $38,306 |
LPL FINANCIAL5 years Service code 16 · EIN 95-2834236 | Consulting | $21,435 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,882 | $81,248-52.1% | $155,509-75.0% | $80,856-51.9% |
| Participation rate | 97.6% | 66.2%+31.3pp | 78.2%+19.4pp | 67.6%+29.9pp |
| Annual return | 12.27% | 33.31%-21.0pp | 64.67%-52.4pp | 35.59%-23.3pp |
| Employer contribution / active EE | $5,188 | $3,100+67.3% | $4,672+11.0% | $2,755+88.3% |
| Participant deferral / active EE | $7,220 | $3,452+109.2% | $5,626+28.3% | $4,296+68.1% |
| Admin fee / account holder | $180 | $7,997-97.7% | $15,912-98.9% | $6,918-97.4% |