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 8-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 FINANCIAL3+ years Service code 16 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Consulting | $89,066 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $14,357 |
BATES CARTER2 years Service code 10 PO DRAW 2396 · GAINSVILLE, GA 30503 | Accounting | $10,500 |
THE LAMPO GROUP, INC.1 year Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $8,736 |
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 | $110,936 | $73,404+51.1% | $87,100+27.4% | $67,579+64.2% |
| Participation rate | 94.8% | 80.9%+13.9pp | 76.9%+17.9pp | 71.3%+23.5pp |
| Annual return | 23.07% | 48.29%-25.2pp | 28.19%-5.1pp | 378.56%-355.5pp |
| Employer contribution / active EE | $3,760 | $2,014+86.7% | $2,521+49.1% | $2,148+75.0% |
| Participant deferral / active EE | $5,495 | $3,913+40.4% | $4,049+35.7% | $3,539+55.3% |
| Admin fee / account holder | $138 | $142-2.6% | $7,497-98.2% | $142-3.1% |