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 | $79,007 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC RPCP Service code 27 | Advisory (Plan) | $32,379 |
DEFINITI LLC1 year Service code 13 · EIN 85-0833363 | Contract Administrator | $21,129 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $300 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
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 | $42,168 | $56,485-25.3% | $185,823-77.3% | $86,799-51.4% |
| Participation rate | 80.1% | 65.5%+14.6pp | 81.7%-1.6pp | 72.3%+7.8pp |
| Annual return | 11.77% | 118.04%-106.3pp | 122.05%-110.3pp | 97.91%-86.1pp |
| Employer contribution / active EE | $2,120 | $1,843+15.0% | $5,167-59.0% | $2,405-11.9% |
| Participant deferral / active EE | $2,565 | $2,553+0.5% | $5,568-53.9% | $4,131-37.9% |
| Admin fee / account holder | $213 | $150+42.3% | $16,237-98.7% | $170+25.5% |