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 | $21,720 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,500 |
DAVID P CHANEY, CPA, P.C.2 years Service code 10 · EIN 26-0010591 | Accounting | $9,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,222 | $91,407-27.6% | $135,903-51.3% | $71,457-7.3% |
| Participation rate | 86.1% | 75.7%+10.4pp | 81.9%+4.2pp | 67.9%+18.2pp |
| Annual return | 17.34% | 29.90%-12.6pp | 68.23%-50.9pp | 28.85%-11.5pp |
| Employer contribution / active EE | $3,003 | $3,703-18.9% | $4,856-38.2% | $2,588+16.0% |
| Participant deferral / active EE | $6,608 | $7,092-6.8% | $7,758-14.8% | $4,289+54.1% |
| Admin fee / account holder | $268 | $1,266-78.9% | $10,762-97.5% | $1,587-83.1% |