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 FINANCIAL3+ years Filed as: FINANCIAL ADVOCATES INVESTMENT MANA Service code 27 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $8,750 |
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $6,736 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,170 | $53,925-47.8% | $75,670-62.8% | $69,631-59.5% |
| Participation rate | 87.7% | 71.2%+16.5pp | 72.3%+15.4pp | 70.7%+17.0pp |
| Annual return | 17.30% | 17.84%-0.5pp | 27.34%-10.0pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $1 | $1,802-100.0% | $2,352-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,111 | $2,569-17.9% | $3,142-32.8% | $3,224-34.5% |
| Admin fee / account holder | $15 | $97-84.9% | $5,800-99.7% | $110-86.7% |