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 FINANCIAL2+ years Service code 51 | Investment Mgmt Fees | $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 | $72,277 | $56,897+27.0% | $84,750-14.7% | $62,891+14.9% |
| Participation rate | 89.1% | 68.5%+20.6pp | 76.6%+12.5pp | 69.3%+19.8pp |
| Annual return | 6.76% | 6.30%+0.5pp | 22.78%-16.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,200 | $2,400-8.3% | $3,574-38.4% | $2,281-3.5% |
| Participant deferral / active EE | $4,243 | $2,709+56.6% | $3,712+14.3% | $3,203+32.5% |
| Admin fee / account holder | $76 | $3,581-97.9% | $5,332-98.6% | $4,296-98.2% |