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 FINANCIAL1 year Filed as: FINANCIAL ADVOCATES INVESTMENT MANA Service code 27 · EIN 27-0435466 | Advisory (Plan) | $25,853 |
PENSION SERVICES, INC.1 year Filed as: PENSION SERVICES CORPORATION - HI Service code 15 · EIN 99-0262088 | Recordkeeping | $1,750 |
LPL FINANCIAL1 year Filed as: FINANCIAL ADVOCATES INV MGMT Service code 33 · EIN 60-2930184 | Securities brokerage commissions and ... | $1,675 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $748 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,505 | $78,672-28.2% | $109,143-48.2% | $85,850-34.2% |
| Participation rate | 97.8% | 68.3%+29.5pp | 75.9%+21.9pp | 69.3%+28.5pp |
| Annual return | 17.15% | 25.09%-7.9pp | 25.75%-8.6pp | 318.53%-301.4pp |
| Employer contribution / active EE | $4,243 | $2,735+55.2% | $3,722+14.0% | $2,565+65.4% |
| Participant deferral / active EE | $7,152 | $3,467+106.3% | $4,653+53.7% | $3,952+81.0% |
| Admin fee / account holder | $182 | $5,469-96.7% | $6,752-97.3% | $6,260-97.1% |