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 Service code 27 · EIN 95-2834236 1055 LPL WAY · FORT MILLS, SC 29715 | Advisory (Plan) | $5,767 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,262 | $65,435+189.2% | $86,677+118.4% | $66,914+182.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -1.45% | -10.89%+9.4pp | 35.91%-37.4pp | 1.58%-3.0pp |
| Employer contribution / active EE | $18,226 | $2,153+746.5% | $2,836+542.6% | $2,544+616.4% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $36 | $642-94.4% | $7,493-99.5% | $593-93.9% |