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 3-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 13 · EIN 42-0127290 | Contract Administrator | $80,711 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $44,963 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,441 | $119,446-15.9% | $150,045-33.1% | $85,563+17.4% |
| Participation rate | 92.1% | 75.4%+16.7pp | 82.3%+9.8pp | 66.0%+26.1pp |
| Annual return | 19.73% | 23.72%-4.0pp | 62.55%-42.8pp | 31.51%-11.8pp |
| Employer contribution / active EE | $4,815 | $4,078+18.1% | $4,693+2.6% | $2,654+81.5% |
| Participant deferral / active EE | $7,100 | $7,985-11.1% | $7,997-11.2% | $4,375+62.3% |
| Admin fee / account holder | $221 | $548-59.6% | $13,435-98.4% | $834-73.5% |