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 16 · EIN 04-3046611 | Consulting | $30,000 |
BRIGGS & VESELKA CO.1 year Filed as: BRIGGS AND VESELKA CO. Service code 10 · EIN 74-1769118 | Accounting | $9,450 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$47,637 |
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 | $80,672 | $73,404+9.9% | $87,100-7.4% | $67,579+19.4% |
| Participation rate | 97.4% | 80.9%+16.6pp | 76.9%+20.6pp | 71.3%+26.1pp |
| Annual return | 20.20% | 48.29%-28.1pp | 28.19%-8.0pp | 378.56%-358.4pp |
| Employer contribution / active EE | $2,034 | $2,014+1.0% | $2,521-19.3% | $2,148-5.3% |
| Participant deferral / active EE | $5,103 | $3,913+30.4% | $4,049+26.0% | $3,539+44.2% |
| Admin fee / account holder | $128 | $142-9.9% | $7,497-98.3% | $142-10.3% |