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 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $12,793 |
KESTRA INVESTMENT SERVICES LLC4+ years Service code 55 · EIN 35-2552359 | Other Commissions | $11,364 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,086 |
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 | $59,799 | $52,953+12.9% | $172,739-65.4% | $65,185-8.3% |
| Participation rate | 80.6% | 66.2%+14.4pp | 82.6%-2.1pp | 70.2%+10.4pp |
| Annual return | 24.34% | 30.12%-5.8pp | 802.84%-778.5pp | 29.38%-5.0pp |
| Employer contribution / active EE | $2,199 | $2,190+0.4% | $5,143-57.2% | $2,177+1.0% |
| Participant deferral / active EE | $2,938 | $2,471+18.9% | $5,198-43.5% | $3,514-16.4% |
| Admin fee / account holder | $6 | $472-98.8% | $13,954-100.0% | $847-99.3% |