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 year Filed as: KMS FINANCIAL SERVICES INC. Service code 55 2001 6TH AVE STE 2801 · SEATTLE, WA 98121 | Other Commissions | $28,182 |
Filed as: ALDRICH RETIREMENT SOLUTIONS, LTD Service code 49 680 HAWTHRONE AVE SE · SALEM, OR 97301 | Other Services | $7,635 |
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 | $141,153 | $77,813+81.4% | $123,544+14.3% | $64,186+119.9% |
| Participation rate | 97.5% | 74.7%+22.8pp | 82.3%+15.2pp | 69.6%+28.0pp |
| Annual return | -2.56% | 12.48%-15.0pp | 119.20%-121.8pp | 7.63%-10.2pp |
| Employer contribution / active EE | $5,100 | $3,014+69.2% | $4,628+10.2% | $2,381+114.2% |
| Participant deferral / active EE | $9,615 | $5,240+83.5% | $6,426+49.6% | $3,470+177.1% |
| Admin fee / account holder | $27 | $5,519-99.5% | $9,284-99.7% | $4,888-99.5% |