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 9-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 15 · EIN 13-3689044 | Recordkeeping | $43,719 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 16 · EIN 04-3046611 | Consulting | $13,759 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,722 | $59,417+64.5% | $93,606+4.4% | $74,495+31.2% |
| Participation rate | 75.1% | 59.7%+15.5pp | 68.7%+6.4pp | 67.2%+7.9pp |
| Annual return | 11.18% | 81.83%-70.6pp | 133.20%-122.0pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,004 | $1,264-20.6% | $2,420-58.5% | $2,623-61.7% |
| Participant deferral / active EE | $3,545 | $3,050+16.2% | $4,411-19.6% | $4,346-18.4% |
| Admin fee / account holder | $292 | $3,021-90.3% | $8,285-96.5% | $1,942-85.0% |