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 CORPORATION Service code 99 | Other Fees | $43,905 |
LPL FINANCIAL5 years Service code 99 PO BOX 502533 · SAN DIEGO, CA 92150 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,402 | $101,317-44.3% | $146,958-61.6% | $74,495-24.3% |
| Participation rate | 92.8% | 75.5%+17.3pp | 82.2%+10.6pp | 67.2%+25.6pp |
| Annual return | 23.30% | 8730.91%-8707.6pp | 418.34%-395.0pp | 1364.94%-1341.6pp |
| Employer contribution / active EE | $6,865 | $3,810+80.2% | $4,933+39.2% | $2,623+161.7% |
| Participant deferral / active EE | $7,862 | $7,303+7.6% | $8,070-2.6% | $4,346+80.9% |
| Admin fee / account holder | $6 | $1,739-99.6% | $12,998-100.0% | $1,942-99.7% |