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 12 · EIN 13-3689044 | Participant loan processing; Sharehol... | $78,510 |
LPL FINANCIAL1 year Service code 16 | Consulting | $17,447 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $172 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORP Service code 16 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $14,150 | $37,213-62.0% | $156,549-91.0% | $63,975-77.9% |
| Participation rate | 99.4% | 65.0%+34.5pp | 84.0%+15.4pp | 71.1%+28.3pp |
| Annual return | 8.37% | 47.89%-39.5pp | 32.23%-23.9pp | 48.65%-40.3pp |
| Employer contribution / active EE | $320 | $1,357-76.4% | $5,501-94.2% | $2,182-85.3% |
| Participant deferral / active EE | $2,154 | $2,070+4.0% | $4,871-55.8% | $3,356-35.8% |
| Admin fee / account holder | $33 | $56-41.7% | $13,027-99.7% | $70-53.4% |