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 CORP Service code 16 · EIN 20-0779566 | Consulting | $24,444 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $85,144 | $68,413+24.5% | $123,104-30.8% | $55,191+54.3% |
| Participation rate | 86.6% | 84.5%+2.1pp | 86.8%-0.2pp | 69.2%+17.4pp |
| Annual return | 0.52% | 6.30%-5.8pp | 13.22%-12.7pp | 10.78%-10.3pp |
| Employer contribution / active EE | $3,779 | $3,050+23.9% | $5,151-26.6% | $1,899+99.0% |
| Participant deferral / active EE | $11,241 | $4,490+150.3% | $6,230+80.5% | $3,046+269.0% |
| Admin fee / account holder | -$20 | $88-123.2% | $9,015-100.2% | $91-122.4% |