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 FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $27,528 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,540 | $65,908-82.5% | $81,812-85.9% | $77,643-85.1% |
| Participation rate | 89.7% | 65.8%+23.9pp | 72.3%+17.4pp | 70.6%+19.1pp |
| Annual return | 14.55% | 26.64%-12.1pp | 773.79%-759.2pp | 31.24%-16.7pp |
| Employer contribution / active EE | $273 | $2,370-88.5% | $2,912-90.6% | $2,726-90.0% |
| Participant deferral / active EE | $1,116 | $3,505-68.1% | $4,319-74.1% | $4,647-76.0% |
| Admin fee / account holder | $9 | $526-98.2% | $7,386-99.9% | $430-97.9% |