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 | $88,360-17.5% | $145,433-49.9% | $67,986+7.2% |
| Participation rate | 79.2% | 65.5%+13.7pp | 82.1%-2.9pp | 57.2%+22.0pp |
| Annual return | 13.24% | 63.15%-49.9pp | 66.58%-53.3pp | 31.67%-18.4pp |
| Employer contribution / active EE | $2,398 | $3,054-21.5% | $4,554-47.3% | $2,019+18.8% |
| Participant deferral / active EE | $5,058 | $5,932-14.7% | $7,897-35.9% | $3,358+50.6% |
| Admin fee / account holder | $275 | $3,313-91.7% | $13,129-97.9% | $3,203-91.4% |