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+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $26,738 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $124,801 | $70,002+78.3% | $115,037+8.5% | $52,331+138.5% |
| Participation rate | 69.9% | 72.1%-2.2pp | 81.4%-11.4pp | 68.1%+1.8pp |
| Annual return | -0.83% | 4.04%-4.9pp | 26.14%-27.0pp | 4.54%-5.4pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $6,638 | $4,920+34.9% | $6,026+10.2% | $3,022+119.7% |
| Admin fee / account holder | $254 | $566-55.1% | $8,175-96.9% | $592-57.0% |