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 |
|---|---|---|
EBS CAPSTONE FINANCIAL1+ years Service code 27 · EIN 46-4429475 | Advisory (Plan) | $65,075 |
LPL FINANCIAL1+ years Service code 27 · EIN 61-1624649 | Advisory (Plan) | $10,740 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,526 |
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 | $59,232 | $57,096+3.7% | $94,224-37.1% | $55,191+7.3% |
| Participation rate | 89.9% | 75.7%+14.2pp | 78.8%+11.1pp | 69.2%+20.7pp |
| Annual return | 1.66% | 159.65%-158.0pp | 10.68%-9.0pp | 10.78%-9.1pp |
| Employer contribution / active EE | $3,297 | $1,708+93.0% | $3,587-8.1% | $1,899+73.6% |
| Participant deferral / active EE | $5,999 | $3,165+89.5% | $4,320+38.9% | $3,046+96.9% |
| Admin fee / account holder | $114 | $89+27.7% | $6,269-98.2% | $91+25.5% |