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 FINANCIAL6 years Filed as: LPL FINANCIAL - RPCP Service code 16 · EIN 04-3046611 | Consulting | $45,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,292 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,845 | $89,904+203.5% | $453,369-39.8% | $86,799+214.3% |
| Participation rate | 97.9% | 75.7%+22.2pp | 78.0%+19.9pp | 72.3%+25.6pp |
| Annual return | 15.29% | 19.72%-4.4pp | 64.40%-49.1pp | 97.91%-82.6pp |
| Employer contribution / active EE | $10,227 | $3,279+211.9% | $4,070+151.3% | $2,405+325.2% |
| Participant deferral / active EE | $9,699 | $5,114+89.6% | $6,209+56.2% | $4,131+134.8% |
| Admin fee / account holder | $104 | $156-33.1% | $11,209-99.1% | $170-38.6% |