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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,286 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,961 | $104,475-24.4% | $159,436-50.5% | $79,386-0.5% |
| Participation rate | 89.4% | 76.6%+12.8pp | 82.8%+6.6pp | 70.7%+18.7pp |
| Annual return | 38.42% | 67.95%-29.5pp | 263.57%-225.1pp | 116.85%-78.4pp |
| Employer contribution / active EE | $2,846 | $3,417-16.7% | $4,829-41.1% | $2,427+17.2% |
| Participant deferral / active EE | $6,287 | $6,467-2.8% | $7,352-14.5% | $4,046+55.4% |
| Admin fee / account holder | $265 | $711-62.8% | $10,799-97.5% | $626-57.8% |