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 | $2,481 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 61 · EIN 95-2834236 | Finders' fees / placement fees | $0 |
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 | $53,910 | $70,002-23.0% | $115,037-53.1% | $52,331+3.0% |
| Participation rate | 76.8% | 72.1%+4.7pp | 81.4%-4.5pp | 68.1%+8.7pp |
| Annual return | -0.51% | 4.04%-4.6pp | 26.14%-26.7pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,442 | $2,715-46.9% | $4,608-68.7% | $1,882-23.4% |
| Participant deferral / active EE | $7,270 | $4,920+47.8% | $6,026+20.6% | $3,022+140.5% |
| Admin fee / account holder | $12 | $566-97.9% | $8,175-99.9% | $592-98.0% |