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 FINANCIAL4 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $45,000 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $42,116 |
NATIONAL FINANCIAL SERVICES9+ 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 | $125,907 | $91,762+37.2% | $67,502+86.5% | $77,643+62.2% |
| Participation rate | 99.2% | 75.9%+23.3pp | 72.9%+26.4pp | 70.6%+28.7pp |
| Annual return | 11.98% | 14.87%-2.9pp | 3512.12%-3500.1pp | 31.24%-19.3pp |
| Employer contribution / active EE | $5,081 | $3,181+59.7% | $2,731+86.1% | $2,726+86.4% |
| Participant deferral / active EE | $5,385 | $3,903+37.9% | $4,000+34.6% | $4,647+15.9% |
| Admin fee / account holder | $184 | $176+4.6% | $3,998-95.4% | $430-57.2% |