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 FINANCIAL7+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $103,481 |
Service code 64 · EIN 64-0862173 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,819 |
Service code 13 PO BOX 196 · TUPELO, MS 388020196 | Contract Administrator | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,790 | $111,491-59.8% | $189,513-76.4% | $86,799-48.4% |
| Participation rate | 82.9% | 87.3%-4.4pp | 87.8%-4.9pp | 72.3%+10.6pp |
| Annual return | 14.52% | 83.50%-69.0pp | 555.15%-540.6pp | 97.91%-83.4pp |
| Employer contribution / active EE | $1,451 | $3,951-63.3% | $6,162-76.4% | $2,405-39.7% |
| Participant deferral / active EE | $4,046 | $6,437-37.1% | $8,221-50.8% | $4,131-2.1% |
| Admin fee / account holder | $203 | $189+7.5% | $12,045-98.3% | $170+19.6% |