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 |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $112,325 |
LPL FINANCIAL3+ years Filed as: LPL HOLDINGS, INC. Service code 16 · EIN 04-3046611 | Consulting | $45,728 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $104,986 | $45,324+131.6% | $122,332-14.2% | $69,631+50.8% |
| Participation rate | 63.0% | 59.9%+3.0pp | 71.6%-8.7pp | 70.7%-7.7pp |
| Annual return | 19.65% | 25.35%-5.7pp | 30.27%-10.6pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $1,308 | $1,230+6.3% | $4,050-67.7% | $2,032-35.7% |
| Participant deferral / active EE | $4,629 | $2,367+95.5% | $3,287+40.8% | $3,224+43.6% |
| Admin fee / account holder | $208 | $87+139.6% | $5,478-96.2% | $110+88.8% |