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 | $61,243 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $50,000 |
HERBEIN & COMPANY, INC.4 years Filed as: HERBEIN + CO., INC. Service code 10 · EIN 23-2415973 | Accounting | $16,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,655 | $100,227-47.5% | $169,993-69.0% | $74,419-29.2% |
| Participation rate | 92.2% | 87.3%+4.9pp | 87.0%+5.2pp | 70.7%+21.5pp |
| Annual return | 20.99% | 66.08%-45.1pp | 53.37%-32.4pp | 34.38%-13.4pp |
| Employer contribution / active EE | $3,065 | $4,263-28.1% | $6,785-54.8% | $2,637+16.2% |
| Participant deferral / active EE | $8,242 | $7,143+15.4% | $10,408-20.8% | $4,528+82.0% |
| Admin fee / account holder | $167 | $234-28.9% | $12,815-98.7% | $348-52.1% |