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 RETIREMENT Service code 27 · EIN 04-3046611 200 ASHFORD CTR. N STE.400 · ATLANTA, GA 303382669 | Advisory (Plan) | $7,384 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $3,175 |
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 | $101,751 | $65,322+55.8% | $70,449+44.4% | $73,488+38.5% |
| Participation rate | 86.1% | 77.0%+9.2pp | 75.1%+11.1pp | 70.7%+15.4pp |
| Annual return | 15.60% | 15.71%-0.1pp | 109.03%-93.4pp | 28.51%-12.9pp |
| Employer contribution / active EE | $3,203 | $2,460+30.2% | $2,737+17.0% | $2,270+41.1% |
| Participant deferral / active EE | $5,736 | $3,375+70.0% | $3,709+54.7% | $3,740+53.4% |
| Admin fee / account holder | $64 | $214-70.1% | $3,845-98.3% | $513-87.5% |