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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $112,480 |
KKDLY LLC5 years Service code 10 · EIN 99-0292355 | Accounting | $25,550 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RETIREMENT PARTNERS Service code 16 · EIN 99-0292355 | Consulting | $15,400 |
CARLSMITH BALL LLP1 year Filed as: CARLSMITH BALL, LLP Service code 16 · EIN 90-0035220 | Consulting | $5,969 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $96,173 | $46,292+107.8% | $143,757-33.1% | $64,808+48.4% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -13.56% | -10.05%-3.5pp | -0.04%-13.5pp | 32.82%-46.4pp |
| Employer contribution / active EE | $2,574 | $1,910+34.8% | $4,951-48.0% | $2,506+2.7% |
| Participant deferral / active EE | $4,689 | $2,646+77.2% | $5,637-16.8% | $4,310+8.8% |
| Admin fee / account holder | $117 | $154-24.2% | $14,673-99.2% | $188-38.0% |