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 | $49,641 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,737 |
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 | $108,684 | $78,419+38.6% | $133,956-18.9% | $73,409+48.1% |
| Participation rate | 72.7% | 78.6%-5.9pp | 79.8%-7.1pp | 72.2%+0.5pp |
| Annual return | 17.79% | 33.35%-15.6pp | 45.09%-27.3pp | 59.29%-41.5pp |
| Employer contribution / active EE | $1,909 | $2,044-6.6% | $3,919-51.3% | $2,234-14.5% |
| Participant deferral / active EE | $5,840 | $3,925+48.8% | $5,048+15.7% | $3,805+53.5% |
| Admin fee / account holder | -$7 | $161-104.2% | $8,927-100.1% | $158-104.3% |