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 CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $82,177 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,733 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $494 |
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 | $194,935 | $52,293+272.8% | $178,490+9.2% | $73,409+165.5% |
| Participation rate | 89.2% | 65.3%+23.9pp | 81.9%+7.3pp | 72.2%+17.1pp |
| Annual return | 18.90% | 34.75%-15.8pp | 151.07%-132.2pp | 59.29%-40.4pp |
| Employer contribution / active EE | $4,800 | $1,735+176.6% | $5,011-4.2% | $2,234+114.9% |
| Participant deferral / active EE | $3,258 | $2,332+39.7% | $5,202-37.4% | $3,805-14.4% |
| Admin fee / account holder | $13 | $127-90.1% | $13,984-99.9% | $158-92.0% |