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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $74,379 |
GABLE PERITZ MISHKIN, LLP2+ years Service code 10 · EIN 23-2269857 | Accounting | $63,850 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $48,810 |
Service code 10 · EIN 23-2638667 | Accounting | $11,325 |
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 | $36,939 | $81,537-54.7% | $149,718-75.3% | $69,631-47.0% |
| Participation rate | 93.8% | 86.1%+7.7pp | 87.1%+6.8pp | 70.7%+23.1pp |
| Annual return | 19.16% | 22.79%-3.6pp | 1501.63%-1482.5pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $1,336 | $3,239-58.7% | $5,445-75.5% | $2,032-34.2% |
| Participant deferral / active EE | $5,444 | $4,994+9.0% | $6,569-17.1% | $3,224+68.9% |
| Admin fee / account holder | $228 | $107+113.6% | $11,283-98.0% | $110+106.7% |