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 FINANCIAL6+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $81,065 |
Service code 64 · EIN 64-0862173 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,602 |
Service code 13 PO BOX 196 · TUPELO, MS 388020196 | Contract Administrator | $5,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,635 | $111,608-63.6% | $177,821-77.1% | $73,409-44.6% |
| Participation rate | 81.2% | 87.9%-6.6pp | 87.7%-6.5pp | 72.2%+9.1pp |
| Annual return | 20.66% | 18.23%+2.4pp | 48.32%-27.7pp | 59.29%-38.6pp |
| Employer contribution / active EE | $1,376 | $3,796-63.8% | $5,918-76.8% | $2,234-38.4% |
| Participant deferral / active EE | $3,952 | $6,199-36.2% | $7,714-48.8% | $3,805+3.9% |
| Admin fee / account holder | $177 | $166+7.0% | $12,427-98.6% | $158+12.2% |