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 CORPORATION Service code 99 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Fees | $30,027 |
LPL FINANCIAL1 year Service code 99 | Other Fees | $20,784 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,397 | $69,305+16.0% | $82,313-2.3% | $69,631+15.5% |
| Participation rate | 70.9% | 80.3%-9.3pp | 76.9%-5.9pp | 70.7%+0.3pp |
| Annual return | 10.80% | 21.47%-10.7pp | 25.88%-15.1pp | 27571.02%-27560.2pp |
| Employer contribution / active EE | $1,499 | $1,887-20.5% | $2,428-38.3% | $2,032-26.2% |
| Participant deferral / active EE | $4,850 | $3,568+35.9% | $3,706+30.9% | $3,224+50.4% |
| Admin fee / account holder | $94 | $97-3.1% | $5,608-98.3% | $110-14.7% |