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 | $47,671 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $45,000 |
KATZ, SAPPER & MILLER1 year Service code 10 · EIN 35-1090346 | Accounting | $28,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,663 | $59,097+82.2% | $82,389+30.7% | $74,304+44.9% |
| Participation rate | 95.6% | 52.8%+42.8pp | 69.5%+26.0pp | 60.3%+35.2pp |
| Annual return | 17.42% | 22.85%-5.4pp | 28.67%-11.3pp | 29.43%-12.0pp |
| Employer contribution / active EE | $3,482 | $1,601+117.5% | $2,517+38.3% | $2,241+55.4% |
| Participant deferral / active EE | $13,443 | $2,775+384.4% | $4,155+223.6% | $3,767+256.8% |
| Admin fee / account holder | $298 | $4,489-93.4% | $7,231-95.9% | $2,969-89.9% |