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 15 · EIN 35-0145825 | Recordkeeping | $37,207 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 16 | Consulting | $7,899 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SRVS Service code 16 · EIN 34-1542819 | Consulting | $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 | $78,705 | $72,492+8.6% | $87,100-9.6% | $72,985+7.8% |
| Participation rate | 78.6% | 72.8%+5.8pp | 76.9%+1.7pp | 69.5%+9.1pp |
| Annual return | 20.83% | 24.46%-3.6pp | 28.19%-7.4pp | 81.00%-60.2pp |
| Employer contribution / active EE | $3,268 | $1,894+72.5% | $2,521+29.6% | $2,440+33.9% |
| Participant deferral / active EE | $3,455 | $3,270+5.7% | $4,049-14.7% | $3,607-4.2% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,497-100.0% | $5,124-100.0% |