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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,870 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $45,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,986 | $55,441+55.1% | $76,002+13.1% | $77,671+10.7% |
| Participation rate | 97.6% | 63.6%+34.0pp | 69.1%+28.6pp | 70.6%+27.1pp |
| Annual return | 18.09% | 17.08%+1.0pp | 360.07%-342.0pp | 31.21%-13.1pp |
| Employer contribution / active EE | $3,304 | $1,789+84.6% | $2,688+22.9% | $2,726+21.2% |
| Participant deferral / active EE | $13,156 | $3,451+281.2% | $4,257+209.1% | $4,648+183.1% |
| Admin fee / account holder | $215 | $407-47.2% | $6,414-96.6% | $430-50.1% |