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 15 · EIN 35-0145825 | Recordkeeping | $21,814 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $20,249 |
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 | $25,660 | $61,156-58.0% | $185,823-86.2% | $79,386-67.7% |
| Participation rate | 93.0% | 66.6%+26.4pp | 81.7%+11.3pp | 70.7%+22.3pp |
| Annual return | 26.76% | 19.45%+7.3pp | 122.05%-95.3pp | 116.85%-90.1pp |
| Employer contribution / active EE | $2,281 | $2,321-1.7% | $5,167-55.9% | $2,427-6.0% |
| Participant deferral / active EE | $1,420 | $2,789-49.1% | $5,568-74.5% | $4,046-64.9% |
| Admin fee / account holder | $12 | $710-98.4% | $16,237-99.9% | $626-98.2% |