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 FINANCIAL8 years Filed as: LPL FINANCIAL - RPCP Service code 16 · EIN 04-3046611 | Consulting | $60,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,756 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,838 | $82,978+163.7% | $130,231+68.0% | $74,419+194.1% |
| Participation rate | 98.9% | 73.7%+25.2pp | 76.3%+22.6pp | 70.7%+28.2pp |
| Annual return | 16.70% | 123.05%-106.4pp | 38.77%-22.1pp | 34.38%-17.7pp |
| Employer contribution / active EE | $11,054 | $3,391+225.9% | $4,126+167.9% | $2,637+319.1% |
| Participant deferral / active EE | $10,629 | $5,370+97.9% | $6,799+56.3% | $4,528+134.7% |
| Admin fee / account holder | $84 | $354-76.4% | $6,020-98.6% | $348-76.0% |