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 | $51,061 |
LWS WEALTH ADVISORS2 years Service code 27 · EIN 45-5222752 | Advisory (Plan) | $21,138 |
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 | $37,039 | $52,293-29.2% | $178,490-79.2% | $73,409-49.5% |
| Participation rate | 83.9% | 65.3%+18.6pp | 81.9%+2.0pp | 72.2%+11.8pp |
| Annual return | 13.32% | 34.75%-21.4pp | 151.07%-137.7pp | 59.29%-46.0pp |
| Employer contribution / active EE | $2,357 | $1,735+35.8% | $5,011-53.0% | $2,234+5.5% |
| Participant deferral / active EE | $2,698 | $2,332+15.7% | $5,202-48.1% | $3,805-29.1% |
| Admin fee / account holder | $174 | $127+36.4% | $13,984-98.8% | $158+10.0% |