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 | $54,869 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,167 |
SCS1 year Filed as: BENSLER LLC DBA SCS Service code 27 · EIN 71-1004774 | Advisory (Plan) | $8,901 |
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 | $44,498 | $100,227-55.6% | $169,993-73.8% | $74,419-40.2% |
| Participation rate | 98.3% | 87.3%+10.9pp | 87.0%+11.3pp | 70.7%+27.5pp |
| Annual return | 11.39% | 66.08%-54.7pp | 53.37%-42.0pp | 34.38%-23.0pp |
| Employer contribution / active EE | $2,142 | $4,263-49.8% | $6,785-68.4% | $2,637-18.8% |
| Participant deferral / active EE | $6,693 | $7,143-6.3% | $10,408-35.7% | $4,528+47.8% |
| Admin fee / account holder | $242 | $234+3.1% | $12,815-98.1% | $348-30.5% |