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 LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,505 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,943 |
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 | $61,337 | $77,813-21.2% | $123,544-50.4% | $64,186-4.4% |
| Participation rate | 92.5% | 74.7%+17.8pp | 82.3%+10.2pp | 69.6%+22.9pp |
| Annual return | -6.93% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $4,309 | $3,014+43.0% | $4,628-6.9% | $2,381+81.0% |
| Participant deferral / active EE | $7,434 | $5,240+41.9% | $6,426+15.7% | $3,470+114.3% |
| Admin fee / account holder | $285 | $5,519-94.8% | $9,284-96.9% | $4,888-94.2% |