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 | $16,040 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $1,545 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,969 | $42,548-27.2% | $74,550-58.5% | $56,287-45.0% |
| Participation rate | 82.6% | 60.5%+22.1pp | 69.1%+13.4pp | 69.9%+12.7pp |
| Annual return | -7.86% | 12.40%-20.3pp | 32.53%-40.4pp | -9.96%+2.1pp |
| Employer contribution / active EE | $392 | $855-54.1% | $1,961-80.0% | $2,111-81.4% |
| Participant deferral / active EE | $2,527 | $2,277+11.0% | $3,108-18.7% | $3,350-24.6% |
| Admin fee / account holder | $159 | $467-66.0% | $5,060-96.9% | $521-69.5% |