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 FINANCIAL4 years Filed as: LPL FINANCIAL - RPCP Service code 16 · EIN 04-3046611 | Consulting | $60,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,949 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $251,938 | $75,419+234.0% | $392,568-35.8% | $67,579+272.8% |
| Participation rate | 98.9% | 74.8%+24.1pp | 78.1%+20.9pp | 71.3%+27.7pp |
| Annual return | 21.83% | 36.70%-14.9pp | 24.42%-2.6pp | 378.56%-356.7pp |
| Employer contribution / active EE | $9,055 | $2,636+243.5% | $3,783+139.3% | $2,148+321.6% |
| Participant deferral / active EE | $8,665 | $4,347+99.3% | $5,985+44.8% | $3,539+144.8% |
| Admin fee / account holder | $129 | $114+13.3% | $6,260-97.9% | $142-9.4% |