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 FINANCIAL1+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 17 421 W. RIVERSIDE · SPOKANE, WA 99201 | Pension Consulting | $8,514 |
Service code 12 · EIN 84-1477138 | Claims processing; Sub-transfer agenc... | $1,040 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Investment management; Shareholder se... | $420 |
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 | $37,943 | $50,464-24.8% | $75,781-49.9% | $52,331-27.5% |
| Participation rate | 90.4% | 66.8%+23.6pp | 75.8%+14.5pp | 68.1%+22.2pp |
| Annual return | -0.41% | 1.03%-1.4pp | 9.68%-10.1pp | 4.54%-5.0pp |
| Employer contribution / active EE | $3,972 | $1,988+99.8% | $3,323+19.5% | $1,882+111.1% |
| Participant deferral / active EE | $5,495 | $2,570+113.8% | $3,651+50.5% | $3,022+81.8% |
| Admin fee / account holder | $68 | $1,103-93.8% | $5,299-98.7% | $592-88.5% |