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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $40,479 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,158 |
Filed as: GILLIAM COBLE & MOSER, L.L.P. Service code 49 · EIN 56-0587953 | Other Services | $8,370 |
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 | $69,377 | $59,535+16.5% | $90,160-23.1% | $62,292+11.4% |
| Participation rate | 96.7% | 73.0%+23.6pp | 76.9%+19.8pp | 69.5%+27.2pp |
| Annual return | 17.17% | 23.53%-6.4pp | 34.88%-17.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $2,261 | $1,826+23.8% | $3,318-31.9% | $2,042+10.7% |
| Participant deferral / active EE | $5,460 | $4,639+17.7% | $5,288+3.3% | $3,169+72.3% |
| Admin fee / account holder | $248 | $337-26.4% | $5,943-95.8% | $479-48.3% |