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 | $44,355 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,856 |
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 | $45,984 | $40,522+13.5% | $84,611-45.7% | $67,579-32.0% |
| Participation rate | 93.8% | 51.1%+42.7pp | 68.2%+25.5pp | 71.3%+22.5pp |
| Annual return | 31.89% | 32.72%-0.8pp | 258.74%-226.9pp | 378.56%-346.7pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,652-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $9,583 | $2,132+349.5% | $3,899+145.8% | $3,539+170.8% |
| Admin fee / account holder | $4 | $145-97.5% | $4,912-99.9% | $142-97.4% |