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 FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $11,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,400 |
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 | $93,556 | $74,024+26.4% | $77,999+19.9% | $57,658+62.3% |
| Participation rate | 90.8% | 79.7%+11.0pp | 75.5%+15.2pp | 70.2%+20.5pp |
| Annual return | 7.31% | 12.14%-4.8pp | 425.96%-418.7pp | 5.13%+2.2pp |
| Employer contribution / active EE | $9,932 | $2,365+319.9% | $2,470+302.1% | $1,974+403.2% |
| Participant deferral / active EE | $3,227 | $3,533-8.7% | $3,497-7.7% | $3,061+5.4% |
| Admin fee / account holder | $12 | $93-87.3% | $5,480-99.8% | $95-87.4% |