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 55 · EIN 04-3046611 | Other Commissions | $25,823 |
Service code 37 · EIN 04-2647786 | Loan Processing | $675 |
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 | $56,987 | $63,299-10.0% | $91,001-37.4% | $62,292-8.5% |
| Participation rate | 77.3% | 73.3%+4.0pp | 75.6%+1.7pp | 69.5%+7.8pp |
| Annual return | 22.85% | 20.99%+1.9pp | 4.60%+18.3pp | 28.90%-6.0pp |
| Employer contribution / active EE | $396 | $1,807-78.1% | $2,456-83.9% | $2,042-80.6% |
| Participant deferral / active EE | $4,114 | $2,943+39.8% | $3,547+16.0% | $3,169+29.8% |
| Admin fee / account holder | $4 | $468-99.2% | $5,417-99.9% | $479-99.2% |