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+ years Service code 99 · EIN 04-3046611 | Other Fees | $7,665 |
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 | $30,018 | $59,535-49.6% | $90,160-66.7% | $62,292-51.8% |
| Participation rate | 89.7% | 73.0%+16.7pp | 76.9%+12.9pp | 69.5%+20.2pp |
| Annual return | 82.54% | 23.53%+59.0pp | 34.88%+47.7pp | 28.90%+53.6pp |
| Employer contribution / active EE | $1,299 | $1,826-28.9% | $3,318-60.9% | $2,042-36.4% |
| Participant deferral / active EE | $5,133 | $4,639+10.7% | $5,288-2.9% | $3,169+62.0% |
| Admin fee / account holder | $74 | $337-78.1% | $5,943-98.8% | $479-84.6% |