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 | $44,951 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $21,251 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,826 | $65,061-66.5% | $143,757-84.8% | $66,914-67.4% |
| Participation rate | 95.3% | 65.2%+30.2pp | 80.3%+15.0pp | 69.8%+25.5pp |
| Annual return | -13.03% | -11.14%-1.9pp | -0.04%-13.0pp | 1.58%-14.6pp |
| Employer contribution / active EE | $2,790 | $2,361+18.2% | $4,951-43.6% | $2,544+9.7% |
| Participant deferral / active EE | $1,903 | $2,919-34.8% | $5,637-66.2% | $4,237-55.1% |
| Admin fee / account holder | $9 | $502-98.2% | $14,673-99.9% | $593-98.5% |