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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $93,357 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $29,277 |
OSAIC WEALTH INC2 years Service code 55 · EIN 93-0987232 | Other Commissions | $20,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,281 | $57,831+184.1% | $82,389+99.4% | $85,563+92.0% |
| Participation rate | 91.7% | 55.0%+36.8pp | 69.5%+22.2pp | 66.0%+25.8pp |
| Annual return | 18.73% | 17.86%+0.9pp | 28.67%-9.9pp | 31.51%-12.8pp |
| Employer contribution / active EE | $1,920 | $1,643+16.9% | $2,517-23.7% | $2,654-27.6% |
| Participant deferral / active EE | $10,774 | $3,118+245.6% | $4,155+159.3% | $4,375+146.2% |
| Admin fee / account holder | $256 | $1,391-81.6% | $7,231-96.5% | $834-69.3% |