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+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 | Other Commissions | $12,921 |
Service code 37 · EIN 04-2647786 | Loan Processing | $825 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,619 | $56,629-19.4% | $77,999-41.5% | $55,167-17.3% |
| Participation rate | 73.0% | 73.3%-0.3pp | 75.5%-2.5pp | 69.0%+4.0pp |
| Annual return | 9.83% | 2866.98%-2857.1pp | 425.96%-416.1pp | 169.23%-159.4pp |
| Employer contribution / active EE | $323 | $1,723-81.2% | $2,470-86.9% | $1,963-83.5% |
| Participant deferral / active EE | $3,448 | $2,777+24.2% | $3,497-1.4% | $3,054+12.9% |
| Admin fee / account holder | $5 | $467-99.0% | $5,480-99.9% | $504-99.1% |