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 |
|---|---|---|
AMERIBEN2+ years Filed as: AMERIBEN SOLUTIONS Service code 13 · EIN 82-0360424 | Contract Administrator | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $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 | $28,992 | $36,916-21.5% | $156,549-81.5% | $57,658-49.7% |
| Participation rate | 77.2% | 63.4%+13.8pp | 84.0%-6.8pp | 70.2%+7.0pp |
| Annual return | 12.52% | 12.38%+0.1pp | 32.23%-19.7pp | 5.13%+7.4pp |
| Employer contribution / active EE | $1,628 | $1,571+3.7% | $5,501-70.4% | $1,974-17.5% |
| Participant deferral / active EE | $3,196 | $1,926+66.0% | $4,871-34.4% | $3,061+4.4% |
| Admin fee / account holder | $81 | $82-1.3% | $13,027-99.4% | $95-13.9% |