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 37 · EIN 04-2647786 | Loan Processing | $33,400 |
LPL FINANCIAL1 year Filed as: FINANCIAL ADVOCATES INVESTMENT MANA Service code 27 · EIN 27-0435466 | Advisory (Plan) | $31,215 |
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 | $97,408 | $80,753+20.6% | $136,294-28.5% | $62,292+56.4% |
| Participation rate | 76.7% | 73.5%+3.2pp | 81.9%-5.2pp | 69.5%+7.2pp |
| Annual return | 15.81% | 35.83%-20.0pp | 5155.94%-5140.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $5,136 | $2,884+78.1% | $4,695+9.4% | $2,042+151.5% |
| Participant deferral / active EE | $7,810 | $5,164+51.2% | $6,247+25.0% | $3,169+146.4% |
| Admin fee / account holder | $223 | $525-57.6% | $9,243-97.6% | $479-53.5% |