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 Service code 99 · EIN 04-3046611 | Other Fees | $36,031 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,551 |
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 | $130,953 | $60,124+117.8% | $90,404+44.9% | $79,858+64.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 21.97% | 71.94%-50.0pp | 1293.02%-1271.0pp | 31.71%-9.7pp |
| Employer contribution / active EE | $8,332 | $2,068+302.9% | $3,262+155.4% | $2,471+237.2% |
| Participant deferral / active EE | $1,969 | $2,938-33.0% | $3,963-50.3% | $3,740-47.3% |
| Admin fee / account holder | $19 | $3,976-99.5% | $5,611-99.7% | $5,306-99.6% |