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 | $18,298 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,802 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,907 |
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 | $66,635 | $58,879+13.2% | $178,490-62.7% | $73,488-9.3% |
| Participation rate | 80.5% | 66.2%+14.3pp | 81.9%-1.4pp | 70.7%+9.9pp |
| Annual return | 14.37% | 24.86%-10.5pp | 151.07%-136.7pp | 28.51%-14.1pp |
| Employer contribution / active EE | $2,274 | $2,236+1.7% | $5,011-54.6% | $2,270+0.2% |
| Participant deferral / active EE | $3,354 | $2,567+30.6% | $5,202-35.5% | $3,740-10.3% |
| Admin fee / account holder | $53 | $400-86.7% | $13,984-99.6% | $513-89.6% |