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 LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $15,565 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,245 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,738 | $61,272-53.1% | $149,673-80.8% | $71,457-59.8% |
| Participation rate | 72.1% | 62.5%+9.6pp | 78.8%-6.6pp | 67.9%+4.2pp |
| Annual return | 24.64% | 35.85%-11.2pp | 134.42%-109.8pp | 28.85%-4.2pp |
| Employer contribution / active EE | $1,437 | $2,378-39.6% | $4,818-70.2% | $2,588-44.5% |
| Participant deferral / active EE | $2,721 | $2,917-6.7% | $5,680-52.1% | $4,289-36.6% |
| Admin fee / account holder | $135 | $1,261-89.3% | $13,210-99.0% | $1,587-91.5% |