Filed November 18, 2019
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 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $6,905 |
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,941 | $122,186+2.3% | $146,958-15.0% | $199,593-37.4% |
| Participation rate | 98.8% | 78.3%+20.5pp | 82.2%+16.6pp | 72.0%+26.8pp |
| Annual return | 14.73% | 30.56%-15.8pp | 418.34%-403.6pp | 34.25%-19.5pp |
| Employer contribution / active EE | $8,342 | $4,093+103.8% | $4,933+69.1% | $3,034+174.9% |
| Participant deferral / active EE | $9,147 | $8,502+7.6% | $8,070+13.4% | $5,087+79.8% |
| Admin fee / account holder | $9 | $179-95.2% | $12,998-99.9% | $269-96.8% |