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 52 · EIN 04-1590850 | Indirect Investment Fees | $60,016 |
LPL FINANCIAL1+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,517 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,521 |
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 | $27,689 | $47,078-41.2% | $100,671-72.5% | $55,191-49.8% |
| Participation rate | 94.3% | 58.0%+36.3pp | 70.7%+23.6pp | 69.2%+25.1pp |
| Annual return | 2.16% | 0.65%+1.5pp | 20.43%-18.3pp | 10.78%-8.6pp |
| Employer contribution / active EE | $2,563 | $1,065+140.6% | $4,012-36.1% | $1,899+35.0% |
| Participant deferral / active EE | $3,363 | $2,038+65.0% | $3,144+7.0% | $3,046+10.4% |
| Admin fee / account holder | $117 | $153-23.5% | $4,850-97.6% | $91+29.1% |