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 |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $99,851 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $95,282 |
CARON & BLETZER, PLLC1 year Service code 10 11 LIBERTY LANE · KINGSTON, NH 03848 | Accounting | $1,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,947 | $155,364-8.0% | $103,476+38.1% | $77,643+84.1% |
| Participation rate | 96.5% | 85.5%+11.0pp | 80.5%+16.0pp | 70.6%+26.0pp |
| Annual return | 25.31% | 19.02%+6.3pp | 23.90%+1.4pp | 31.24%-5.9pp |
| Employer contribution / active EE | $12,417 | $5,949+108.7% | $4,672+165.8% | $2,726+355.5% |
| Participant deferral / active EE | $14,544 | $8,482+71.5% | $6,623+119.6% | $4,647+213.0% |
| Admin fee / account holder | $264 | $503-47.5% | $9,413-97.2% | $430-38.7% |