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 |
|---|---|---|
LPL FINANCIAL5+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 26 · EIN 91-0850651 2600 ROSE HILL STREET · BOISE, ID 83705 | Advisory (Participants) | $39,385 |
NORTHWEST PLAN SERVICES, INC.5+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVENUE SW · SEATTLE, WA 98136 | Recordkeeping | $32,292 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,913 |
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 | $51,177 | $73,404-30.3% | $87,100-41.2% | $67,579-24.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 19.02% | 48.29%-29.3pp | 28.19%-9.2pp | 378.56%-359.5pp |
| Employer contribution / active EE | $1,745 | $2,014-13.3% | $2,521-30.8% | $2,148-18.7% |
| Participant deferral / active EE | $3,150 | $3,913-19.5% | $4,049-22.2% | $3,539-11.0% |
| Admin fee / account holder | $192 | $142+35.8% | $7,497-97.4% | $142+35.1% |