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 | $1,695 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 61 · EIN 95-2834236 | Finders' fees / placement fees | $0 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 61 · EIN 13-5674085 | Finders' fees / placement fees | $0 |
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 | $78,703 | $72,177+9.0% | $115,037-31.6% | $59,632+32.0% |
| Participation rate | 76.5% | 72.6%+4.0pp | 81.4%-4.8pp | 68.7%+7.9pp |
| Annual return | -1.29% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $995 | $2,841-65.0% | $4,608-78.4% | $2,203-54.8% |
| Participant deferral / active EE | $7,872 | $4,783+64.6% | $6,026+30.6% | $3,192+146.6% |
| Admin fee / account holder | $13 | $4,927-99.7% | $8,175-99.8% | $4,297-99.7% |