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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Finders' fees / placem... | $51,040 |
LPL FINANCIAL2 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $45,000 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,905 | $79,124+54.1% | $60,874+100.3% | $64,808+88.1% |
| Participation rate | 80.7% | 77.7%+3.0pp | 73.1%+7.6pp | 71.5%+9.3pp |
| Annual return | -11.72% | -7.13%-4.6pp | 16.90%-28.6pp | 32.82%-44.5pp |
| Employer contribution / active EE | $5,708 | $3,050+87.2% | $2,701+111.3% | $2,506+127.8% |
| Participant deferral / active EE | $5,590 | $3,725+50.1% | $3,817+46.5% | $4,310+29.7% |
| Admin fee / account holder | $238 | $106+125.6% | $3,224-92.6% | $188+26.9% |