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 9-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 LLC Service code 27 PO BOX 502533 · SN DIEGO, CA 92150 | Advisory (Plan) | $9,976 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $0 |
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 | $67,940 | $84,936-20.0% | $111,297-39.0% | $79,386-14.4% |
| Participation rate | 94.1% | 75.9%+18.2pp | 77.3%+16.8pp | 70.7%+23.4pp |
| Annual return | 36.84% | 17.45%+19.4pp | 54.65%-17.8pp | 116.85%-80.0pp |
| Employer contribution / active EE | $1,348 | $1,979-31.9% | $2,731-50.6% | $2,427-44.5% |
| Participant deferral / active EE | $4,399 | $3,888+13.1% | $4,487-2.0% | $4,046+8.7% |
| Admin fee / account holder | $59 | $537-89.0% | $7,964-99.3% | $626-90.6% |