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 37 · EIN 04-2647786 | Loan Processing | $35,569 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,856 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,423 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,586 | $72,607+30.3% | $90,749+4.2% | $66,914+41.4% |
| Participation rate | 95.7% | 73.7%+22.0pp | 75.7%+20.0pp | 69.8%+25.9pp |
| Annual return | -12.62% | -12.28%-0.3pp | -12.16%-0.5pp | 1.58%-14.2pp |
| Employer contribution / active EE | $7,637 | $2,369+222.4% | $2,921+161.5% | $2,544+200.2% |
| Participant deferral / active EE | $12,532 | $3,977+215.1% | $4,564+174.6% | $4,237+195.8% |
| Admin fee / account holder | $300 | $707-57.6% | $8,445-96.5% | $593-49.5% |