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 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $23,143 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,678 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,264 | $59,159+42.4% | $159,960-47.3% | $66,914+25.9% |
| Participation rate | 90.4% | 68.1%+22.2pp | 78.0%+12.4pp | 69.8%+20.5pp |
| Annual return | -16.80% | -12.26%-4.5pp | 408.60%-425.4pp | 1.58%-18.4pp |
| Employer contribution / active EE | $3,278 | $1,983+65.3% | $4,226-22.4% | $2,544+28.8% |
| Participant deferral / active EE | $5,705 | $4,395+29.8% | $6,182-7.7% | $4,237+34.7% |
| Admin fee / account holder | $245 | $591-58.5% | $8,698-97.2% | $593-58.7% |