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 13 · EIN 42-0127290 | Contract Administrator | $27,046 |
LPL FINANCIAL9 years Service code 27 75 STATE STREET, 24TH FLOOR · BOSTON, MA 02109 | Advisory (Plan) | $26,806 |
QUORUM CONSULTING GROUP1 year Service code 15 4440 ASH GROVE · SPRINGFIELD, IL 62711 | Recordkeeping | $12,875 |
ASCENSUS LLC3 years Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $10,591 |
Filed as: STRIEGEL KNOBLOCH Service code 10 · EIN 37-1122831 | Accounting | $10,250 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $9,455 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,910 | $100,923-27.8% | $150,045-51.4% | $74,304-1.9% |
| Participation rate | 79.2% | 70.1%+9.1pp | 82.3%-3.1pp | 60.3%+18.8pp |
| Annual return | 13.24% | 51.77%-38.5pp | 62.55%-49.3pp | 29.43%-16.2pp |
| Employer contribution / active EE | $2,398 | $3,463-30.8% | $4,693-48.9% | $2,241+7.0% |
| Participant deferral / active EE | $5,058 | $6,709-24.6% | $7,997-36.7% | $3,767+34.3% |
| Admin fee / account holder | $275 | $2,767-90.1% | $13,435-98.0% | $2,969-90.7% |