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 |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $27,705 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,687 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $12,612 |
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 | $80,538 | $88,122-8.6% | $141,162-42.9% | $67,579+19.2% |
| Participation rate | 91.6% | 76.5%+15.2pp | 82.5%+9.2pp | 71.3%+20.4pp |
| Annual return | 25.13% | 75.40%-50.3pp | 71.39%-46.3pp | 378.56%-353.4pp |
| Employer contribution / active EE | $1,649 | $3,224-48.9% | $4,735-65.2% | $2,148-23.2% |
| Participant deferral / active EE | $6,223 | $5,958+4.5% | $6,709-7.2% | $3,539+75.8% |
| Admin fee / account holder | $184 | $131+40.2% | $10,261-98.2% | $142+29.0% |