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 9-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 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $62,738 |
Service code 12 · EIN 13-3689044 | Investment management; Distribution (... | $60,563 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $144,995 | $94,833+52.9% | $75,696+91.5% | $86,799+67.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 74.8%+25.2pp | 72.3%+27.7pp |
| Annual return | 25.13% | 16.91%+8.2pp | 104.53%-79.4pp | 97.91%-72.8pp |
| Employer contribution / active EE | $6,146 | $2,904+111.6% | $2,743+124.1% | $2,405+155.5% |
| Participant deferral / active EE | $5,843 | $3,632+60.9% | $3,821+52.9% | $4,131+41.4% |
| Admin fee / account holder | $299 | $109+175.5% | $3,619-91.7% | $170+76.5% |