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 |
|---|---|---|
LPL FINANCIAL1 year Service code 26 75 STATE STREET · BOSTOM, MA 02109 | Advisory (Participants) | $30,684 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $12,083 |
STADION MONEY MANAGEMENT7 years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $11,754 |
WIPFLI LLP6 years Service code 14 · EIN 39-0758449 | Plan Administrator | $8,984 |
UNITED OF OMAHA7 years Filed as: MUTUAL OF OMAHA Service code 49 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,392 | $62,327+19.4% | $120,354-38.2% | $74,495-0.1% |
| Participation rate | 92.1% | 56.8%+35.3pp | 71.9%+20.2pp | 67.2%+24.9pp |
| Annual return | 12.77% | 18.61%-5.8pp | 107.15%-94.4pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $2,644 | $1,843+43.4% | $3,463-23.7% | $2,623+0.8% |
| Participant deferral / active EE | $5,506 | $2,893+90.4% | $4,991+10.3% | $4,346+26.7% |
| Admin fee / account holder | $324 | $2,396-86.5% | $9,423-96.6% | $1,942-83.3% |