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 FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $31,320 |
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $29,448 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,786 | $80,753+3.8% | $136,294-38.5% | $62,292+34.5% |
| Participation rate | 83.3% | 73.5%+9.8pp | 81.9%+1.4pp | 69.5%+13.8pp |
| Annual return | 18.90% | 35.83%-16.9pp | 5155.94%-5137.0pp | 28.90%-10.0pp |
| Employer contribution / active EE | $3,714 | $2,884+28.8% | $4,695-20.9% | $2,042+81.9% |
| Participant deferral / active EE | $9,515 | $5,164+84.3% | $6,247+52.3% | $3,169+200.2% |
| Admin fee / account holder | $349 | $525-33.5% | $9,243-96.2% | $479-27.1% |