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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $19,046 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,494 |
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 | $30,769 | $55,415-44.5% | $155,509-80.2% | $74,495-58.7% |
| Participation rate | 80.0% | 61.9%+18.1pp | 78.2%+1.8pp | 67.2%+12.8pp |
| Annual return | 13.38% | 268.50%-255.1pp | 64.67%-51.3pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,786 | $2,267-21.2% | $4,672-61.8% | $2,623-31.9% |
| Participant deferral / active EE | $3,063 | $2,836+8.0% | $5,626-45.6% | $4,346-29.5% |
| Admin fee / account holder | $152 | $1,738-91.3% | $15,912-99.0% | $1,942-92.2% |