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 60 · EIN 04-2647786 | Sub-TA Fees | $1,650 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 61 · EIN 95-2834236 | Finders' fees / placement fees | $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 | $72,325 | $72,770-0.6% | $67,652+6.9% | $55,191+31.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | -0.40% | -3.26%+2.9pp | 6625.04%-6625.4pp | 10.78%-11.2pp |
| Employer contribution / active EE | $3,821 | $1,769+116.0% | $2,266+68.7% | $1,899+101.3% |
| Participant deferral / active EE | $6,110 | $3,408+79.3% | $3,560+71.6% | $3,046+100.6% |
| Admin fee / account holder | $4 | $79-94.7% | $4,821-99.9% | $91-95.4% |