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 Service code 27 · EIN 95-2834236 1055 LPL WAY · FORT MILLS, SC 29715 | Advisory (Plan) | $5,072 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,929 | $73,638+145.7% | $95,952+88.6% | $73,488+146.2% |
| Participation rate | 98.4% | 76.2%+22.2pp | 77.1%+21.3pp | 70.7%+27.7pp |
| Annual return | 5.55% | 16.78%-11.2pp | 91.61%-86.1pp | 28.51%-23.0pp |
| Employer contribution / active EE | $10,785 | $1,863+478.8% | $2,541+324.4% | $2,270+375.1% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $34 | $482-93.0% | $6,795-99.5% | $513-93.4% |