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 HOLDINGS INC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,147 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $10,073 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,575 |
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 | $161,885 | $80,753+100.5% | $136,294+18.8% | $62,292+159.9% |
| Participation rate | 63.0% | 73.5%-10.5pp | 81.9%-18.9pp | 69.5%-6.5pp |
| Annual return | 19.95% | 35.83%-15.9pp | 5155.94%-5136.0pp | 28.90%-8.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,127 | $5,164+38.0% | $6,247+14.1% | $3,169+124.9% |
| Admin fee / account holder | $244 | $525-53.6% | $9,243-97.4% | $479-49.1% |