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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $91,016 |
LPL FINANCIAL1+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $37,483 |
Annual investment return 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 | $28,562 | $62,324-54.2% | $68,509-58.3% | $55,191-48.2% |
| Participation rate | 97.3% | 78.9%+18.4pp | 74.7%+22.5pp | 69.2%+28.1pp |
| Annual return | -1.73% | 4.26%-6.0pp | 8.27%-10.0pp | 10.78%-12.5pp |
| Employer contribution / active EE | $1,629 | $2,223-26.7% | $2,278-28.5% | $1,899-14.2% |
| Participant deferral / active EE | $1,890 | $3,425-44.8% | $3,382-44.1% | $3,046-38.0% |
| Admin fee / account holder | $176 | $91+93.0% | $5,275-96.7% | $91+94.3% |