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 | Finders' fees / placement fees; Inves... | $52,738 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL RETIREMENT PARTNERS Service code 16 · EIN 99-0292355 | Consulting | $51,700 |
KKDLY LLC6 years Service code 10 · EIN 99-0292355 | Accounting | $18,534 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $109,878 | $47,126+133.2% | $149,673-26.6% | $74,419+47.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 14.98% | 22.75%-7.8pp | 134.42%-119.4pp | 34.38%-19.4pp |
| Employer contribution / active EE | $2,612 | $1,905+37.1% | $4,818-45.8% | $2,637-1.0% |
| Participant deferral / active EE | $5,098 | $2,728+86.9% | $5,680-10.2% | $4,528+12.6% |
| Admin fee / account holder | $94 | $343-72.7% | $13,210-99.3% | $348-73.1% |