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 6-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 | $9,809 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $9,053 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,645 | $63,764-53.5% | $81,930-63.8% | $79,858-62.9% |
| Participation rate | 92.3% | 67.5%+24.8pp | 72.0%+20.3pp | 69.6%+22.7pp |
| Annual return | 9.13% | 22.66%-13.5pp | 29.49%-20.4pp | 31.71%-22.6pp |
| Employer contribution / active EE | $1,016 | $1,795-43.4% | $4,310-76.4% | $2,471-58.9% |
| Participant deferral / active EE | $3,066 | $2,780+10.3% | $7,107-56.9% | $3,740-18.0% |
| Admin fee / account holder | $133 | $4,426-97.0% | $5,158-97.4% | $5,306-97.5% |