Filed July 28, 2018
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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,117 |
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 | $120,636 | $79,519+51.7% | $95,952+25.7% | $73,409+64.3% |
| Participation rate | 98.0% | 81.2%+16.8pp | 77.1%+20.9pp | 72.2%+25.8pp |
| Annual return | 14.26% | 19.20%-4.9pp | 91.61%-77.4pp | 59.29%-45.0pp |
| Employer contribution / active EE | $1,923 | $2,048-6.1% | $2,541-24.3% | $2,234-13.9% |
| Participant deferral / active EE | $5,896 | $4,138+42.5% | $4,167+41.5% | $3,805+54.9% |
| Admin fee / account holder | -$2 | $184-101.3% | $6,795-100.0% | $158-101.5% |