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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,430 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $0 |
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 | $53,582 | $58,726-8.8% | $92,233-41.9% | $62,292-14.0% |
| Participation rate | 72.7% | 68.3%+4.4pp | 76.5%-3.8pp | 69.5%+3.2pp |
| Annual return | 17.10% | 43.62%-26.5pp | 176.28%-159.2pp | 28.90%-11.8pp |
| Employer contribution / active EE | $4,998 | $2,392+109.0% | $3,679+35.8% | $2,042+144.8% |
| Participant deferral / active EE | $6,747 | $2,766+143.9% | $3,897+73.1% | $3,169+112.9% |
| Admin fee / account holder | $104 | $556-81.2% | $5,194-98.0% | $479-78.2% |