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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC4+ years Service code 55 · EIN 35-2552359 | Other Commissions | $18,421 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $17,433 |
Service code 37 · EIN 04-2647786 | Loan Processing | $775 |
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 | $149,474 | $89,652+66.7% | $141,162+5.9% | $65,185+129.3% |
| Participation rate | 89.6% | 74.7%+14.9pp | 82.5%+7.1pp | 70.2%+19.4pp |
| Annual return | 26.90% | 32.79%-5.9pp | 71.39%-44.5pp | 29.38%-2.5pp |
| Employer contribution / active EE | $2,690 | $3,065-12.2% | $4,735-43.2% | $2,177+23.6% |
| Participant deferral / active EE | $10,964 | $5,691+92.6% | $6,709+63.4% | $3,514+212.0% |
| Admin fee / account holder | $5 | $569-99.1% | $10,261-99.9% | $847-99.4% |