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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,314 |
LPL FINANCIAL4 years Service code 16 701 GREEN VALLEY ROAD · GREENSBORO, NC 27408 | Consulting | $6,334 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,442 | $61,473-13.1% | $81,930-34.8% | $73,409-27.2% |
| Participation rate | 89.9% | 72.4%+17.5pp | 72.0%+17.9pp | 72.2%+17.7pp |
| Annual return | -3.73% | 28.26%-32.0pp | 29.49%-33.2pp | 59.29%-63.0pp |
| Employer contribution / active EE | $1,048 | $1,898-44.8% | $4,310-75.7% | $2,234-53.1% |
| Participant deferral / active EE | $1,645 | $3,080-46.6% | $7,107-76.9% | $3,805-56.8% |
| Admin fee / account holder | $105 | $125-16.7% | $5,158-98.0% | $158-33.8% |