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 FINANCIAL2 years Service code 22 · EIN 54-1900002 | Insurance Broker | $18,492 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,124 |
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 | $33,441 | $25,302+32.2% | $74,701-55.2% | $67,579-50.5% |
| Participation rate | 82.4% | 37.8%+44.5pp | 54.5%+27.9pp | 71.3%+11.1pp |
| Annual return | 20.88% | 10291.17%-10270.3pp | 752.92%-732.0pp | 378.56%-357.7pp |
| Employer contribution / active EE | $1,365 | $446+205.7% | $1,084+25.9% | $2,148-36.5% |
| Participant deferral / active EE | $2,045 | $954+114.4% | $1,964+4.1% | $3,539-42.2% |
| Admin fee / account holder | $220 | $108+104.1% | $3,333-93.4% | $142+54.4% |