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 13 · EIN 42-0127290 | Contract Administrator | $45,313 |
LWS WEALTH ADVISORS1 year Service code 27 · EIN 45-5222752 | Advisory (Plan) | $16,733 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $40,216 | $52,953-24.1% | $172,739-76.7% | $65,185-38.3% |
| Participation rate | 73.4% | 66.2%+7.2pp | 82.6%-9.3pp | 70.2%+3.2pp |
| Annual return | 17.80% | 30.12%-12.3pp | 802.84%-785.0pp | 29.38%-11.6pp |
| Employer contribution / active EE | $2,357 | $2,190+7.6% | $5,143-54.2% | $2,177+8.3% |
| Participant deferral / active EE | $2,662 | $2,471+7.8% | $5,198-48.8% | $3,514-24.2% |
| Admin fee / account holder | $198 | $472-58.1% | $13,954-98.6% | $847-76.6% |