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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $30,000 |
BRIGGS & VESELKA CO.2 years Filed as: BRIGGS AND VESELKA CO Service code 10 · EIN 74-1769118 | Accounting | $7,875 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$78,018 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,417 | $185,342-34.0% | $111,297+10.0% | $86,799+41.0% |
| Participation rate | 98.5% | 81.0%+17.5pp | 77.3%+21.2pp | 72.3%+26.2pp |
| Annual return | 12.81% | 500.80%-488.0pp | 54.65%-41.8pp | 97.91%-85.1pp |
| Employer contribution / active EE | $2,178 | $2,246-3.0% | $2,731-20.3% | $2,405-9.5% |
| Participant deferral / active EE | $5,943 | $4,458+33.3% | $4,487+32.4% | $4,131+43.9% |
| Admin fee / account holder | -$84 | $255-133.0% | $7,964-101.1% | $170-149.7% |