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 Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $71,331 | $63,905+11.6% | $74,183-3.8% | $57,658+23.7% |
| Participation rate | 97.1% | 79.8%+17.4pp | 76.6%+20.5pp | 70.2%+26.9pp |
| Annual return | 7.37% | 60.60%-53.2pp | 17.74%-10.4pp | 5.13%+2.2pp |
| Employer contribution / active EE | $1,907 | $1,840+3.6% | $2,370-19.5% | $1,974-3.4% |
| Participant deferral / active EE | $5,533 | $3,448+60.5% | $3,550+55.9% | $3,061+80.8% |
| Admin fee / account holder | $20 | $91-77.6% | $5,586-99.6% | $95-78.4% |