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 55 · EIN 04-3046611 | Other Commissions | $31,449 |
Service code 37 · EIN 04-2647786 | Loan Processing | $875 |
Annual investment return 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 | $47,399 | $58,083-18.4% | $80,019-40.8% | $56,287-15.8% |
| Participation rate | 89.8% | 73.6%+16.2pp | 75.8%+14.0pp | 69.9%+20.0pp |
| Annual return | -7.55% | 34.61%-42.2pp | 11.22%-18.8pp | -9.96%+2.4pp |
| Employer contribution / active EE | $463 | $1,932-76.0% | $2,468-81.2% | $2,111-78.1% |
| Participant deferral / active EE | $4,928 | $3,135+57.2% | $3,686+33.7% | $3,350+47.1% |
| Admin fee / account holder | $4 | $623-99.3% | $6,521-99.9% | $521-99.2% |