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 6-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 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $140,755 |
LPL FINANCIAL1+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $34,916 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,646 | $74,498-68.3% | $94,224-74.9% | $59,188-60.0% |
| Participation rate | 95.4% | 76.8%+18.6pp | 78.8%+16.7pp | 69.4%+26.0pp |
| Annual return | 13.16% | 2.76%+10.4pp | 10.68%+2.5pp | 5.51%+7.7pp |
| Employer contribution / active EE | $491 | $2,077-76.4% | $3,587-86.3% | $2,098-76.6% |
| Participant deferral / active EE | $2,948 | $3,433-14.1% | $4,320-31.8% | $3,265-9.7% |
| Admin fee / account holder | $90 | $103-12.8% | $6,269-98.6% | $92-2.7% |