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 FINANCIAL4 years Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,314 |
STRATOS WEALTH PARTNERS4 years Filed as: STRATOS WEALTH PARTNERS LLC Service code 27 · EIN 27-5273468 | Advisory (Plan) | $24,293 |
Service code 13 · EIN 31-1582098 | Contract Administrator | $7,000 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,472 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,335 | $79,428+101.9% | $106,548+50.5% | $79,386+102.0% |
| Participation rate | 74.7% | 74.1%+0.5pp | 76.1%-1.5pp | 70.7%+4.0pp |
| Annual return | 15.56% | 18.27%-2.7pp | 26.80%-11.2pp | 116.85%-101.3pp |
| Employer contribution / active EE | $3,153 | $2,234+41.1% | $2,819+11.9% | $2,427+29.9% |
| Participant deferral / active EE | $5,388 | $3,823+41.0% | $4,398+22.5% | $4,046+33.2% |
| Admin fee / account holder | $260 | $523-50.3% | $7,407-96.5% | $626-58.5% |