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 01-0233346 | Recordkeeping | $35,710 |
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL LLC Service code 26 | Advisory (Participants) | $30,198 |
PANAGIOTU PENSION ADVISORS, INC.6+ years Filed as: PANAGIOTU PENSION ADVISORS, INC Service code 13 · EIN 91-1463664 7350 CIRQUE DRIVE WEST SUITE 201 · UNIVERSITY PLACE, WA 98467 | Contract Administrator | $13,233 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,738 | $29,369-5.6% | $77,482-64.2% | $73,409-62.2% |
| Participation rate | 84.2% | 37.9%+46.2pp | 54.2%+30.0pp | 72.2%+12.0pp |
| Annual return | 12.29% | 358.15%-345.9pp | 54.79%-42.5pp | 59.29%-47.0pp |
| Employer contribution / active EE | $944 | $406+132.7% | $986-4.3% | $2,234-57.7% |
| Participant deferral / active EE | $1,484 | $941+57.7% | $1,861-20.3% | $3,805-61.0% |
| Admin fee / account holder | $188 | $123+52.8% | $2,858-93.4% | $158+18.8% |