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 9-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 FINANCIAL2 years Filed as: NEXT FINANCIAL GROUP Service code 26 2500 WILCREST DRIVE, SUITE 620 · HOUSTON, TX 77042 | Advisory (Participants) | $18,388 |
Filed as: CETERA ADVISORS LLC Service code 26 200 N. SEPULVEDA BLVD. · EL SEGUNDO, CA 90245 | Advisory (Participants) | $6,449 |
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 | $57,598 | $89,652-35.8% | $141,162-59.2% | $65,185-11.6% |
| Participation rate | 97.6% | 74.7%+22.9pp | 82.5%+15.2pp | 70.2%+27.4pp |
| Annual return | 21.44% | 32.79%-11.4pp | 71.39%-50.0pp | 29.38%-7.9pp |
| Employer contribution / active EE | $1,314 | $3,065-57.1% | $4,735-72.2% | $2,177-39.6% |
| Participant deferral / active EE | $5,753 | $5,691+1.1% | $6,709-14.2% | $3,514+63.7% |
| Admin fee / account holder | $113 | $569-80.1% | $10,261-98.9% | $847-86.7% |