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 |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 22 · EIN 91-1952442 | Insurance Broker | $17,322 |
PANAGIOTU PENSION ADVISORS, INC.1+ years Filed as: PANAGIOTU PENSION ADVISORS, INC Service code 13 · EIN 91-1463664 7350 CIRQUE DRIVE W · UNIVERSITY PLACE, WA 98467 | Contract Administrator | $13,069 |
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 | $18,475 | $22,714-18.7% | $59,496-68.9% | $55,191-66.5% |
| Participation rate | 89.4% | 37.5%+51.9pp | 54.6%+34.8pp | 69.2%+20.2pp |
| Annual return | -0.38% | -44.01%+43.6pp | 182.05%-182.4pp | 10.78%-11.2pp |
| Employer contribution / active EE | $505 | $418+20.8% | $1,153-56.2% | $1,899-73.4% |
| Participant deferral / active EE | $1,370 | $843+62.5% | $1,829-25.1% | $3,046-55.0% |
| Admin fee / account holder | $95 | $83+13.9% | $2,232-95.7% | $91+4.6% |