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 FINANCIAL2 years Filed as: FINANCIAL ADVOCATES INVESTMENT MANA Service code 27 · EIN 27-0435466 | Advisory (Plan) | $33,568 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $2,354 |
Service code 15 · EIN 91-1072394 | Recordkeeping | $2,000 |
PENSION SERVICES, INC.2 years Filed as: PENSION SERVICES CORPORATION - HI Service code 15 · EIN 99-0262088 | Recordkeeping | $1,308 |
LPL FINANCIAL2 years Filed as: FINANCIAL ADVOCATES INV MGMT Service code 33 · EIN 60-2930184 | Securities brokerage; Securities brok... | $343 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,106 | $64,119-39.0% | $112,228-65.2% | $66,914-41.6% |
| Participation rate | 94.1% | 68.5%+25.6pp | 75.1%+19.0pp | 69.8%+24.3pp |
| Annual return | -19.58% | -13.81%-5.8pp | 27.45%-47.0pp | 1.58%-21.2pp |
| Employer contribution / active EE | $4,449 | $3,005+48.0% | $3,635+22.4% | $2,544+74.9% |
| Participant deferral / active EE | $6,970 | $3,693+88.7% | $4,728+47.4% | $4,237+64.5% |
| Admin fee / account holder | $151 | $625-75.8% | $6,410-97.6% | $593-74.5% |