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 FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $40,500 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $25,200 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,635 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,995 | $155,364-26.0% | $103,476+11.1% | $77,643+48.1% |
| Participation rate | 86.0% | 85.5%+0.5pp | 80.5%+5.5pp | 70.6%+15.5pp |
| Annual return | 17.27% | 19.02%-1.7pp | 23.90%-6.6pp | 31.24%-14.0pp |
| Employer contribution / active EE | $3,118 | $5,949-47.6% | $4,672-33.3% | $2,726+14.4% |
| Participant deferral / active EE | $9,161 | $8,482+8.0% | $6,623+38.3% | $4,647+97.1% |
| Admin fee / account holder | $132 | $503-73.7% | $9,413-98.6% | $430-69.3% |