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 |
|---|---|---|
LPL FINANCIAL2+ years Service code 27 3903 NORTH ELM STREET · GREENSBORO, NC 27455 | Advisory (Plan) | $45,877 |
Service code 16 · EIN 56-0587953 | Consulting | $18,329 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $12,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $880 |
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 | $62,570 | $51,244+22.1% | $80,975-22.7% | $55,167+13.4% |
| Participation rate | 96.7% | 71.7%+25.0pp | 75.8%+20.9pp | 69.0%+27.7pp |
| Annual return | 8.35% | 17.39%-9.0pp | 17.10%-8.8pp | 169.23%-160.9pp |
| Employer contribution / active EE | $2,384 | $1,770+34.7% | $3,714-35.8% | $1,963+21.5% |
| Participant deferral / active EE | $4,907 | $4,418+11.1% | $5,696-13.8% | $3,054+60.7% |
| Admin fee / account holder | $233 | $398-41.3% | $5,516-95.8% | $504-53.7% |