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 | Other Commissions | $54,779 |
CLIFTONLARSONALLEN LLP1 year Service code 50 · EIN 41-0746749 | Direct Payment | $8,925 |
Filed as: GWLA Service code 15 · EIN 84-0467907 | Recordkeeping | $1,829 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL, LLC Service code 55 · EIN 95-2834236 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,080 | $84,936+69.6% | $111,297+29.5% | $79,386+81.5% |
| Participation rate | 93.2% | 75.9%+17.3pp | 77.3%+15.9pp | 70.7%+22.5pp |
| Annual return | 13.13% | 17.45%-4.3pp | 54.65%-41.5pp | 116.85%-103.7pp |
| Employer contribution / active EE | $1,468 | $1,979-25.8% | $2,731-46.3% | $2,427-39.5% |
| Participant deferral / active EE | $2,816 | $3,888-27.6% | $4,487-37.2% | $4,046-30.4% |
| Admin fee / account holder | $63 | $537-88.3% | $7,964-99.2% | $626-90.0% |