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 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping | $33,245 |
LPL FINANCIAL1 year Filed as: LPL HOLDINGS, INC. Service code 27 · EIN 95-2834236 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Advisory (Plan) | $8,196 |
LPL FINANCIAL1 year Filed as: LPL HOLDINGS, INC Service code 27 · EIN 04-3046611 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Advisory (Plan) | $4,614 |
MORAN KNOBEL1 year Service code 14 · EIN 91-0964302 10900 NE 8TH ST., SUITE 1310 · BELLEVUE, WA 98004 | Plan Administrator | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,456 | $49,138+14.9% | $84,015-32.8% | $65,185-13.4% |
| Participation rate | 66.7% | 60.7%+5.9pp | 69.0%-2.3pp | 70.2%-3.5pp |
| Annual return | 21.94% | 23.00%-1.1pp | 71.31%-49.4pp | 29.38%-7.4pp |
| Employer contribution / active EE | $1,193 | $914+30.5% | $1,983-39.9% | $2,177-45.2% |
| Participant deferral / active EE | $4,335 | $2,397+80.9% | $3,239+33.9% | $3,514+23.4% |
| Admin fee / account holder | $278 | $543-48.8% | $6,101-95.4% | $847-67.2% |