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 | $15,292 |
LPL FINANCIAL1+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,813 |
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 | $65,495 | $54,380+20.4% | $68,509-4.4% | $59,632+9.8% |
| Participation rate | 97.8% | 70.2%+27.7pp | 74.7%+23.1pp | 68.7%+29.2pp |
| Annual return | 0.00% | 2.83%-2.8pp | 8.27%-8.3pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $5,819 | $1,539+278.2% | $2,278+155.5% | $2,203+164.2% |
| Participant deferral / active EE | $7,150 | $2,643+170.5% | $3,382+111.4% | $3,192+124.0% |
| Admin fee / account holder | $241 | $3,885-93.8% | $5,275-95.4% | $4,297-94.4% |