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 FINANCIAL10+ years Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $7,500 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $50 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,197 | $88,083-33.9% | $164,813-64.7% | $74,495-21.9% |
| Participation rate | 94.3% | 73.0%+21.3pp | 78.6%+15.7pp | 67.2%+27.1pp |
| Annual return | 14.52% | 17.26%-2.7pp | 69.93%-55.4pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $392 | $2,593-84.9% | $4,341-91.0% | $2,623-85.1% |
| Participant deferral / active EE | $3,914 | $4,498-13.0% | $6,031-35.1% | $4,346-9.9% |
| Admin fee / account holder | $12 | $2,234-99.5% | $12,690-99.9% | $1,942-99.4% |