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+ years Filed as: LPL FINANCIAL LLC Service code 27 | Advisory (Plan) | $15,000 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHASE BENEFIT ADVISORS Service code 13 · EIN 54-1370499 | Contract Administrator | $9,072 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,605 |
LPL FINANCIAL1+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $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 | $60,970 | $48,050+26.9% | $85,969-29.1% | $59,632+2.2% |
| Participation rate | 92.6% | 64.5%+28.1pp | 76.5%+16.1pp | 68.7%+23.9pp |
| Annual return | -1.03% | 0.29%-1.3pp | 9.32%-10.3pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $3,314 | $1,640+102.2% | $3,474-4.6% | $2,203+50.5% |
| Participant deferral / active EE | $2,369 | $2,249+5.3% | $3,829-38.1% | $3,192-25.8% |
| Admin fee / account holder | $25 | $3,206-99.2% | $6,053-99.6% | $4,297-99.4% |