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 FINANCIAL3 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $45,000 |
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $43,732 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,140 | $83,884+46.8% | $64,056+92.2% | $74,419+65.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 9.26% | 16.57%-7.3pp | 33.69%-24.4pp | 34.38%-25.1pp |
| Employer contribution / active EE | $5,500 | $3,084+78.4% | $2,747+100.2% | $2,637+108.5% |
| Participant deferral / active EE | $5,629 | $3,692+52.5% | $3,880+45.1% | $4,528+24.3% |
| Admin fee / account holder | $205 | $196+4.8% | $3,068-93.3% | $348-41.0% |