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 FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $25,000 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$46,928 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,762 | $88,890+33.6% | $102,423+16.0% | $77,643+53.0% |
| Participation rate | 96.4% | 80.9%+15.5pp | 76.5%+19.9pp | 70.6%+25.8pp |
| Annual return | 15.59% | 24.98%-9.4pp | 29.32%-13.7pp | 31.24%-15.6pp |
| Employer contribution / active EE | $2,953 | $2,698+9.5% | $3,023-2.3% | $2,726+8.3% |
| Participant deferral / active EE | $6,477 | $5,145+25.9% | $5,053+28.2% | $4,647+39.4% |
| Admin fee / account holder | $162 | $235-31.1% | $9,451-98.3% | $430-62.3% |