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+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,491 | $68,408-54.0% | $57,179-44.9% | $57,658-45.4% |
| Participation rate | 49.8% | 79.1%-29.3pp | 75.3%-25.5pp | 70.2%-20.4pp |
| Annual return | 0.78% | 8.51%-7.7pp | 14.59%-13.8pp | 5.13%-4.4pp |
| Employer contribution / active EE | $1,357 | $2,869-52.7% | $2,682-49.4% | $1,974-31.3% |
| Participant deferral / active EE | $2,253 | $2,903-22.4% | $3,096-27.2% | $3,061-26.4% |
| Admin fee / account holder | $6 | $70-91.1% | $3,139-99.8% | $95-93.4% |