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 FINANCIAL3 years Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $23,341 |
STRATOS WEALTH PARTNERS3 years Filed as: STRATOS WEALTH PARTNERS LLC Service code 27 · EIN 27-5273468 | Advisory (Plan) | $23,341 |
Service code 13 · EIN 31-1582098 | Contract Administrator | $5,250 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,713 |
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 | $150,850 | $70,908+112.7% | $98,907+52.5% | $73,488+105.3% |
| Participation rate | 72.3% | 73.8%-1.5pp | 76.0%-3.7pp | 70.7%+1.6pp |
| Annual return | 14.95% | 34.17%-19.2pp | 196.43%-181.5pp | 28.51%-13.6pp |
| Employer contribution / active EE | $3,034 | $2,036+49.0% | $2,689+12.8% | $2,270+33.7% |
| Participant deferral / active EE | $5,331 | $3,500+52.3% | $4,244+25.6% | $3,740+42.5% |
| Admin fee / account holder | $275 | $535-48.5% | $6,642-95.9% | $513-46.3% |